TurboTax Software: Where to upload documents?

Forum|Forum|3 years ago
February 22, 2023
4 replies
46 views

For form 1099B trade transactions, I chose entering summary numbers, there were too many errors for importing documents, which requires a lot of time to manually fix. But I follow the software step by step, and did not see a question for uploading documents.

I totally forgot to ask this question before e-filing, now I have e-filed. It is waste of my time and money to mail documents to IRS, I hate it, I should ask how to upload documents before e-filling.

Is it really required to mail form 1099B? Brokers should send a copy to IRS. (Status: Your federal tax return was accepted by the IRS, a few minutes after e-filing)

I used TurboTax website for previous years, and I did enter summary numbers and upload documents. This is the first year using TurboTax software, and I did not see a question about uploading form 1099B.

How to upload form 1099B along with tax return? I would like to know it for future years. Or can I still upload the documents and ask TurboTax to electronically send the documents? Or can I electronically send/upload documents to IRS (via IRS website somewhere)? Or fax number?

If mail to IRS, what is mailing address?

Can someone confirm if TurboTax software (not TurboTax website) allows you to upload form 1099B for e-filing if you choose to enter summary numbers? Or it has to end up forcing you to physically mail supporting 1099B to IRS?

Thanks.

Edit: I checked the software, it seems that TurboTax will force me to physically mail supporting documents with form 8453, if I choose entering summary number of form 1099B, while TurboTax website allowed me to upload supporting documents. Is it correct? If that is the case, I will not use TurboTax software next year.

Not A Product Question

CarissaM

Level 15

Please follow the instructions here to import your 1099B into Turbo Tax.

Please let us know if we can assist you further.

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VAerAuthor

Level 6

@CarissaM

I imported the document, but it had a lot of errors requiring manual fix. I had to delete it and chose to enter summary number, however, after entering summary numbers, it does not ask me to upload supporting document. That is the issue.

HopeS

Level 8

Be aware that in some cases TurboTax won't be able to read the PDF, for example, if it's password-protected or is a scanned copy of a PDF instead of an actual PDF file.

Instructions

Sign into your TurboTax account to access returns for 2022
Choose New Tax Return from the File menu
Select Start a New Return
When you get to the transfer screen, select Browse
Navigate to your PDF file, select Open, and follow any onscreen instructions

@VAer

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youknowwho

Level 2

Don't use Turbotax. The product support is not good. You'll likely be audited by using it.