Form 1099-B – Import Individual Stock Transactions from Brokerage or Financial Institution
With the stock data import feature, you can import information from certain brokerages and financial institutions. Supported brokerages/institutions and steps vary depending on whether you are working in the online or desktop program.
Online
To access the stock data import feature, follow the steps below.
- Open the return.
- Go to Federal > Investment Income > Connect your Financial Institution.
- Search for your financial institutions in the list.
- If your provider is not listed, we do not currently support the option to upload from that provider.
- Enter the requested information and Continue through the import.
Desktop
To access the stock data import feature, follow the steps below.
- Open the return.
- Go to Federal > Investment Income > Connect your Financial Institution.
- Click Electronic Import.
- Choose your brokerages or financial institutions from the drop list.
- If your provider is not listed, we do not currently support the option to upload from that provider.
- Click Continue.
- Enter the requested information and Continue through the import.
Imported Information
You can import 1099-B, 1099-DIV, 1099-INT, 1099-OID, 1099-R from brokerage or financial institutions such as Fidelity, Charles Schwab, and more. Not all institutions are available.
NOTE: If the brokerage or forms you want to import aren’t listed, that indicates we have not yet been authorized by them to import their transactions. If you would like that ability, please contact them directly and make that request to encourage them to allow that to happen.
Alternative Options
- If you prefer to enter the information manually, see the Forms 8949 and 1099-B – Enter Stock Transactions FAQ instead.
- You can also use the Stock Assistant.
- Also see Form 1099-B – Import Stock Information from CSV File.
- You may be able to enter totals on Schedule D or attach a summary instead of importing or entering transactions. See Form 1099-B – Separate Line Reporting Exceptions (Schedule D or 8949 Summary Totals) for details.