1099-B Tips & Tax Guides
Guides on converting 1099-B forms, importing to TurboTax, understanding wash sales, and filing Schedule D.
TurboTax Desktop vs Online for 1099-B — Which One Handles Your Trades
You're staring at two TurboTax product pages: TurboTax Premier Online at $89 and TurboTax Premier Desktop at $99. They look identical on the feature list. Yo...
Read articleCash App Taxes 1099-B — The 4,000 Transaction Limit and What to Do About It
You picked Cash App Taxes because it's the only fullyfree product that still files investment income — no federal fee, no state fee, no upsell to a Premium t...
Read articleTaxSlayer 1099-B CSV Import — Format, Headers, and the Workaround
You picked TaxSlayer because it was the cheapest software that still says "imports 1099B" on the feature list. You navigated to the investment section, found...
Read articleFreeTaxUSA 1099-B Import Step-by-Step — When There's No Import Button
You signed up for FreeTaxUSA because it's $0 federal, your return is straightforward, and you got tired of TurboTax's upsells. Then you got to the Capital Ga...
Read articleH&R Block 1099-B CSV Import — Format, Errors, and the Workaround
You exported your 1099B as a CSV from Fidelity, opened H&R Block Online, clicked Upload CSV, and got this: "We weren't able to import your tax data. Please c...
Read articleApex Clearing 1099-B — Which Brokers Use It and Why It Matters at Tax Time
You open the TurboTax broker dropdown, type "Webull," and there it is. You click, sign in, and TurboTax tells you it can't find your account. You try "M1 Fin...
Read articleFirstrade 1099-B Export — When You Get One, When You Get 1042-S Instead
You log into Firstrade looking for your 1099B and find something else: a 1042S, or both a 1099B and a 1042S, or just a list of monthly statements and no tax ...
Read articleTradeStation 1099-B TurboTax Import Issues — Stocks, Options, and Futures Done Right
You closed 800 roundtrip trades this year, half on stocks and half on futures contracts. TradeStation just posted your tax documents — except there are three...
Read articleAlly Invest 1099-B Export and Import — Fix Inconsistent CSV Headers
You log into Ally Invest looking for one PDF, get bounced through three menus, finally download your 1099B, and then TurboTax refuses to autoimport it. The d...
Read articleCash App Investing 1099-B Import: PDF-Only, No CSV, and How to Get It Into TurboTax
You opened Cash App, tapped through to your tax documents, and downloaded the 1099B PDF. You went looking for a CSV export. You couldn't find one. Because th...
Read articleM1 Finance 1099-B Import into TurboTax: When Pies Become 800 Form 8949 Rows
You opened your M1 Finance Consolidated 1099, scrolled, kept scrolling, and watched the row count climb past 800. None of those trades felt big — most are fi...
Read articlePublic.com 1099-B Export and TurboTax Import: T-Bills, Stocks, and the Apex Question
You've got a Public.com account, you traded some stocks, parked cash in Tbills, and maybe ran a few options. Now it's tax time and you're trying to figure ou...
Read articleSoFi Invest 1099-B Import into TurboTax: Why "SoFi" Isn't in the Dropdown
You're trying to import your SoFi Invest 1099B into TurboTax. You type "SoFi" in the broker search box. Nothing matches. You try "SoFi Invest", "SoFi Securit...
Read articleTastytrade 1099-B Import into TurboTax: Options, Futures, and Section 1256 Done Right
You ran 4,200 option trades last year on Tastytrade, plus a stack of /MES and /ES futures, and now you're trying to import the Consolidated 1099 into TurboTa...
Read articleTD Ameritrade 1099-B After the Schwab Merger: How to Import It in 2026
You log into Schwab to grab your 2025 1099B and the form looks nothing like the TD Ameritrade statements you used to download. The account number is differen...
Read articleForm 8949 Codes: Quick Lookup Table (B, W, T, N, H, L, E, Q, and more)
You're filling out Form 8949. There's a letter in column f on one of the rows — or there's supposed to be — and you need to know what it means. This is the l...
Read articleSchedule D vs Form 8949: The Definitive Guide for 1099-B Filers
If you're searching "Schedule D vs Form 8949," you're asking the wrong question. They aren't alternatives. You file both — Form 8949 lists every individual t...
Read articleRSU Cost Basis Wrong on Your 1099-B? Why It Shows $0 and How to Fix It
You vested a big chunk of RSUs last year. Your employer withheld shares to cover taxes. You sold what was left, pocketed some cash, and moved on. Now you're ...
Read articleHow to Import Your Robinhood 1099-B into TaxAct (2026 Step-by-Step Guide)
It's the middle of tax season. You've been putting off filing because you knew Robinhood would be a headache — and here you are, staring at TaxAct, trying to...
Read articleTaxAct 1099-B CSV Import: The Exact Format TaxAct Expects (+ Common Errors)
You exported a CSV from your spreadsheet, opened TaxAct, clicked Import from CSV in Stock Assistant, selected the file, and got one of the most unhelpful err...
Read articleRobinhood 1099-B Import Not Working? How to Fix It in TaxAct, TurboTax & H&R Block
You downloaded your Robinhood 1099B, logged into your tax software — TaxAct, TurboTax, or H&R Block, it doesn't really matter which — clicked Import from Rob...
Read articleCoinbase, Kraken & Robinhood Crypto: How to Import 1099-DA into TurboTax (2026 Guide)
Tax year 2025 is the first year digital asset brokers are required to issue Form 1099DA to customers. If you traded crypto on Coinbase, Kraken, Robinhood Cry...
Read articleE*TRADE from Morgan Stanley 1099-B Import Not Working in TurboTax (2026 Fix)
You had an ETRADE account for years. Every tax season you'd open TurboTax, click Import from Broker, type "ETRADE", enter your login, and your 1099B would fl...
Read article1099-B Has Noncovered Securities With No Cost Basis: How to Enter Them Correctly
You open your 1099B and scroll to the section labeled "Shortterm sales — cost basis NOT reported to the IRS" or "Longterm sales — Box E". The proceeds column...
Read articleTurboTax 1099-B Import Not Working? Here's How to Fix It in 2026
It's 11 PM on a Sunday. You've been staring at TurboTax for two hours. You click "Import" for the third time, wait through the loading spinner, and get the s...
Read articleEvery 1099-B Transaction Marked 'Needs Review' in TurboTax? Why It Happens and How to Clear Them
You imported your 1099B. Everything looked fine in the summary screen. Then you hit Federal Review, and TurboTax flags every single transaction with a yellow...
Read articleSchwab 1099-B Import to TurboTax Failing? Here's Why (And the Fix)
If you've ever stared at a spinning progress bar in TurboTax while trying to pull in your Schwab 1099B, only to get a vague error message after five minutes ...
Read articleESPP Cost Basis on Your 1099-B: Why TurboTax Double-Counts Your Income (and How to Fix It)
You sold some ESPP shares. The company already took care of the withholding — the discount showed up as compensation on your W2, tax was taken out with your ...
Read articleHow to Enter 1099-B Summary Totals in TurboTax (And When You Have to Mail Form 8949)
400 transactions on your 1099B. Manual entry = 4 hours. Broker import fails for the third time. You remember hearing the IRS lets you enter summary totals in...
Read articleCSV vs TXF vs Excel: Which Format Should You Use for Your 1099-B?
You just converted your 1099B PDF into something usable. But now you're staring at three download options — TXF, CSV, and Excel — and wondering which one act...
Read articleWebull 1099-B Not Importing into TurboTax? Here's What's Actually Happening
Webull is relatively new to the taximport game compared to Schwab or Fidelity, and its 1099B connection has its own set of idiosyncrasies. The Intuit communi...
Read articleInteractive Brokers 1099-B Import to TurboTax: Flex Queries, Activity Statements & What Actually Works
Interactive Brokers is the broker of choice for active traders and international investors, and the tax reporting is a direct reflection of that — powerful, ...
Read article1099-B Wash Sales Explained: How to Handle Them on Form 8949
Wash sales trip up even experienced investors. You sell a stock at a loss, think you've locked in the deduction, then see a mysterious number in the "wash sa...
Read articleOptions on Your 1099-B: Expired, Assigned, Exercised, and Premium Reporting Explained
You sold 30 put options last year running the Wheel strategy. Now you're staring at your 1099B trying to figure out why a $2 expired call shows up as a short...
Read articleWash Sale on Your 1099-B But You Sold Everything? Why It Still Shows Up
You closed a losing position completely. Sold every share. No positions remaining in that security, anywhere, in any account. Then your 1099B shows a wash sa...
Read articleFidelity 1099-B to TurboTax: How to Import When It Fails
Fidelity is one of the most popular brokerages for individual investors, and every year millions of Fidelity customers face the same moment: they try to impo...
Read articleForm 8949 Adjustment Codes A–Z: The Complete Reference With Examples
Column f on Form 8949 accepts a single letter — or a combination of letters — and that letter changes the meaning of your entire entry. Pick the wrong one an...
Read articleCorrected 1099-B Wiped Out Your TurboTax Import? How to Recover Without Starting Over
You filed in early February. Your broker sends a corrected 1099B in midMarch — maybe just a small wash sale adjustment, maybe a cost basis revision on one lo...
Read articleVanguard 1099-B Import: The Multi-Wave Filing Problem
If you invest through Vanguard, you've probably noticed that tax season doesn't arrive all at once. Your 1099B might show up in February — but then another v...
Read articleImport 1099-B into TurboTax via TXF: PDF Converter + Step-by-Step Guide
Quick Path: Convert Your 1099B PDF to TXF You don't need to read this whole guide. If you already have your 1099B PDF in hand, here's the 2minute version: 1....
Read articleMerrill Edge 1099-B Missing from TurboTax Dropdown? Here's Why and What to Do
You've been importing your Merrill Edge 1099B into TurboTax for years without issue. This season you open the broker import dropdown and Merrill Edge is just...
Read article109-Page 1099-B? How to Handle Thousands of Stock Transactions
You open your 1099B and the PDF is 109 pages. Or 67 pages. Or 200 pages. If you're an active trader, this isn't a surprise — it's just tax season. The proble...
Read articleWorthless Stock From a Failed Private Company: How to Report on Form 8949 (Even Without a 1099-B)
You angelinvested $50,000 in a friend's startup in 2019. The company spent five years trying to find productmarket fit, raised a small seed round, burned thr...
Read article1099-B PDF to CSV: The Complete Guide
Your broker sends a 1099B as a PDF. Your accountant wants a spreadsheet. You need it in Excel for your records. Here's how to bridge that gap. Why Convert 10...
Read articleTurboTax Alternatives When 1099-B Import Fails
TurboTax is the default choice for millions of American filers, and for good reason — it's polished, widely supported, and walks you through complex returns ...
Read articleUnderstanding Wash Sales on Your 1099-B
The "Wash Sale Loss Disallowed" column on your 1099B confuses a lot of investors. Here's what it means and why it matters. The Wash Sale Rule in 30 Seconds I...
Read articleWhen to Hire a CPA vs Using a 1099-B Converter
Every tax season, investors face the same question: do I actually need a CPA, or can I handle this myself? The answer genuinely depends on your situation — a...
Read articleSchwab, Fidelity, Robinhood: How to Convert Any 1099-B
Every broker formats their 1099B slightly differently. Here's what to expect from the most common brokers and how to convert each one. Charles Schwab Schwab'...
Read articleForm 8949 and Schedule D: What Your 1099-B Data Means
Your broker sends you a 1099B. The IRS wants Form 8949 and Schedule D. Here's how the data flows from one to the other. The Chain: 1099B to Form 8949 to Sche...
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