1099-B Tips & Tax Guides
Guides on converting 1099-B forms, importing to TurboTax, understanding wash sales, and filing Schedule D.
Wealthfront Tax Documents — When They Arrive, Where to Find Them, and Why Yours May Be Restated
Your Wealthfront Cash Account 1099-INT arrived at the end of January. It's now February 10, your investment account documents still aren't there, and you'd l...
Read articlemoomoo Tax Documents — When They Arrive, Where to Find Them, How to Import
It's mid-February, you're ready to file, and your moomoo 1099 isn't there. You check again a week later and it still isn't. By the time it shows up, people a...
Read articleComputershare Tax Documents — When They Arrive, Where to Find Them, and the Missing Cost Basis Problem
You sold shares you'd held for twenty years — inherited from a parent, or accumulated a few dollars at a time through a dividend reinvestment plan, or grante...
Read articleSoFi Tax Documents — When They Arrive, Where to Find Them, How to Import
You keep your checking account, your investing account, your crypto, and your student loan refinance all inside one SoFi app — which is the whole pitch. Then...
Read articleChase and J.P. Morgan Tax Documents — When They Arrive and Where to Find Them
Your Chase 1099-INT showed up in January. It's now the second week of February, your brokerage 1099 still isn't there, and people at other firms have had the...
Read articleWells Fargo Tax Documents — When They Arrive, Where to Find Them, How to Import
You log into Wells Fargo Online, click through to Statements & Documents, and find a 1099-INT for your checking account and nothing else. Your brokerage 1099...
Read articleWhat Is Form 1099-DA? The Complete Guide to the New Crypto Tax Form
A form showed up in your Coinbase account this year that has never existed before. It's called Form 1099-DA, it lists digital asset sales you may barely reme...
Read articleForm 8949 Code M and Code O — Combining Summary Reporting With an Adjustment
You're reviewing the Form 8949 your tax software produced and column (f) says MO. You go looking for "code MO" in the IRS instructions and it isn't there. Ne...
Read articleCash in Lieu of Fractional Shares on Your 1099-B — How to Report It
There's a line on your 1099-B for $4.37. The description says "CASH IN LIEU" or "CIL FRACTIONAL SHARE," the cost basis column is blank, and you have no memor...
Read articleBonds and T-Bills on Your 1099-B — Accrued Market Discount Explained
You built a Treasury ladder when yields got interesting. Bills, a few notes bought on the secondary market, maybe some corporate bonds. Now your 1099-B has a...
Read articleUndetermined Term Transactions on Your 1099-B — What They Are and How to Report Them
You scroll through your 1099-B past the short-term section, past the long-term section, and find a third heading you've never seen before: "Undetermined Term...
Read articleForgot a 1099-B? How to Amend Your Return With Form 1040-X
You filed six weeks ago. The refund already landed. Then you're cleaning out a folder — or logging into an old brokerage account you forgot you had — and the...
Read articleWhen Do Brokers Send 1099-B Forms? Deadlines, Waves, and the March Correction Problem
It's the last week of January. Your W-2 arrived, your mortgage interest statement arrived, and you're ready to file and get your refund. But your brokerage a...
Read articleThe Qualified Dividends and Capital Gain Tax Worksheet, Explained
You finished Schedule D, you know your net capital gain, and now the instructions tell you not to use the tax table. Instead you're sent to something called ...
Read articleThe Schedule D Tax Worksheet — When You Need It and How It Works
You reach line 20 of Schedule D and it asks whether lines 18 and 19 are both zero. Yours aren't — you sold a rental property, or a gold ETF, or you have a K-...
Read articleSchedule D Instructions — A Line-by-Line Walkthrough
Schedule D looks deceptively short. Two pages, three parts, about forty numbered lines — and yet it manages to reference six other forms, two worksheets you'...
Read articleMerrill Lynch Tax Documents — When They Arrive, Where to Find Them, How to Import
You're in TurboTax, ready to import your Merrill 1099, and you type "Merrill" into the broker search. Nothing useful comes back — or worse, several entries c...
Read articleMorgan Stanley Tax Documents — When They Arrive, Where to Find Them, How to Import
You have a Morgan Stanley wealth management account, an ETRADE account that Morgan Stanley now owns, and RSUs sitting in something called StockPlan Connect. ...
Read articleVanguard Tax Documents — When They Arrive, Where to Find Them, How to Import
You filed your return in early February using the Vanguard 1099 that was sitting in your account. Three weeks later a second Vanguard tax form appears — not ...
Read articleSchwab Tax Documents — When They Arrive, Where to Find Them, How to Import
You've been a Schwab client for years and the tax forms always showed up without drama. This year you're staring at two 1099s for the same account, one of th...
Read articleWebull Tax Documents — When They Arrive, Where to Find Them, How to Import
You're looking for your Webull 1099 and the app keeps sending you somewhere unfamiliar — a clearing firm portal you've never logged into, with a separate pas...
Read articleRobinhood Tax Documents — When They Arrive, Where to Find Them, How to Import
You open the Robinhood app in late January expecting a tax form and find an empty Tax Center. You check again in February and now there are three documents, ...
Read articleE*TRADE Tax Documents — When They Arrive, Where to Find Them, How to Import
You log into ETRADE looking for your 1099 and something's different. The navigation moved. Your stock plan account is somewhere else entirely. TurboTax now s...
Read articleFidelity Tax Documents — When They Arrive, Where to Find Them, How to Import
It's early February and you're ready to file. You log into Fidelity, click into your documents, and your 1099 isn't there. Or it is there, you download it, i...
Read articleShort Sales on Your 1099-B: Why the Dates Look Backwards in TurboTax
You shorted a stock in October, covered it in January, and now your 1099-B shows a sale date of October 14 and an acquisition date of January 8. The stock wa...
Read articleeToro 1099-B Into TurboTax: Stocks, Crypto, and the Missing Import Button
You open TurboTax, get to the investment income section, and type "eToro" into the broker search. Nothing. You try "eToro USA Securities." Still nothing. Mea...
Read articleStash 1099-B Into TurboTax: Where to Get the Form and How to Import It
You've been putting $10 a week into Stash, collecting Stock-Back rewards on your debit card purchases, letting auto-invest do its thing. Now it's tax time, T...
Read articleAcorns 1099-B Into TurboTax: What to Do With Hundreds of Round-Up Micro-Lots
You signed up for Acorns to invest your spare change — a few cents rounded up from every coffee, invested automatically, no thinking required. Then February ...
Read articleBetterment 1099-B to TurboTax: How to Import When Tax-Loss Harvesting Creates Hundreds of Lots
You opened your Betterment tax documents expecting a tidy robo-advisor summary — set it and forget it, right? Instead, the 1099-B PDF is 40, 60, maybe 100+ p...
Read articleForm 8949 With Too Many Transactions: Best Practices for Multi-Page Filings
You hit "print preview" on your tax return and your stomach drops. The return itself is a dozen pages — and then Form 8949 starts. Page after page of stock s...
Read articleChase / J.P. Morgan 1099-B to TurboTax: Where to Find It and How to Import
You do all your banking in the Chase app, so when you opened a J.P. Morgan Self-Directed Investing account it felt seamless — check your balance, buy a few s...
Read articleWealthfront 1099-B to TurboTax: Importing a Robo-Advisor Statement
You opened your Wealthfront tax documents expecting a tidy little 1099-B — a handful of trades, maybe a dividend or two. Instead you're looking at a statemen...
Read articleSchedule D vs Schedule B: Which One Reports Your 1099 Income?
You are staring at a stack of 1099 forms and two IRS schedules with similar-sounding names, and the question won't go away: does this income go on Schedule D...
Read articleYou Got a CP2000 Notice About Your 1099-B — Here's Exactly How to Respond
It's a Tuesday in October, months after you filed, and there's an envelope from the IRS in your mailbox. Inside is a CP2000 notice claiming you underreported...
Read articleYour 1099-B Doesn't Match Schedule D? Here's How to Find and Fix the Gap
You finished entering your trades, and something is off. The proceeds on your 1099-B say one number, but the total flowing onto Schedule D says another. Mayb...
Read articleInherited Stock Cost Basis — The Step-Up Rule and How to Report It on Form 8949
You sold stock you inherited, and now your broker's 1099-B is telling you that you owe tax on nearly the entire sale price. The cost basis box shows zero, or...
Read articleForm 4797 vs Schedule D — Which One Do Your Trades Go On?
You're staring at two IRS forms that seem to do the same thing. Schedule D handles capital gains and losses. Form 4797 handles "sales of business property." ...
Read articleStock Spinoffs and Mergers — How to Fix Cost Basis on Your 1099-B
You held one stock, and then a corporate action happened — a spinoff carved out a new company, or a merger swapped your shares for something else. Now you've...
Read articleGifted Stock Cost Basis — The Carryover Rule and the Dual-Basis Trap
Someone gave you stock — a parent, a grandparent, maybe as part of a gifting strategy — and now you've sold it. Your 1099-B shows a cost basis of zero, and y...
Read articleSection 1256 Contracts — The 60/40 Rule and Why They Go on Form 6781, Not Form 8949
You trade futures or index options, and your 1099-B looks nothing like a stock investor's. There's no long list of individual buy-and-sell pairs — just a han...
Read articleDRIP Cost Basis — Why Reinvested Dividends Change What You Owe on Your 1099-B
You've held a dividend stock or fund for years with automatic reinvestment turned on, quietly buying a few more shares every quarter. Now you've sold, and yo...
Read articleMutual Fund Cost Basis — Average Cost vs FIFO, and the Lock-In Nobody Warns You About
You've held a mutual fund at Vanguard or Fidelity for years, reinvesting distributions the whole time, and now you've sold some shares. Your 1099-B reports a...
Read articleMLP 1099-B and K-1 — Why Your Broker's Cost Basis Is Wrong (and How to Fix It)
You sold units of a master limited partnership — Energy Transfer, Enterprise Products, MPLX, one of the pipeline names — and now you're holding two documents...
Read articleThe Section 475 Mark-to-Market Election — Should a Day Trader Make It?
If you day trade seriously, you've probably run into two walls that feel deeply unfair. First, the wash sale rule keeps disallowing your losses because you r...
Read articleISO and NSO Stock Options — Fixing the Double-Counted Cost Basis on Your 1099-B
You exercised your stock options, sold the shares, and now your 1099-B is telling you that you made a much bigger profit than you actually did. The gain look...
Read articleWash Sales Across Accounts — The IRA, Spouse, and Multi-Broker Trap
You sold a stock at a loss in your taxable brokerage account, and you were careful — you didn't rebuy it there for 31 days. So the loss is safe, right? Not n...
Read articleTrader Tax Status — The IRS Criteria and Why It's Not a Box You Check
You trade actively, maybe full-time, and you've heard that "trader tax status" unlocks business deductions, the mark-to-market election, and an escape from t...
Read articleQSBS and Section 1202 — How to Claim the Exclusion on Form 8949
You joined a startup early — a founder, or one of the first employees — took stock instead of a bigger salary, held on through the grind, and the company fin...
Read articlePattern Day Trader 1099-B — Handling Thousands of Trades at Tax Time
Your brokerage flagged you as a Pattern Day Trader, you've got the $25,000 minimum parked in your margin account, and you spent the year flipping in and out ...
Read articleIRS Form 8949 Instructions — A Line-by-Line Walkthrough for 2026
Form 8949 is where nearly every investment sale in America gets reported, and it's also where most people get lost. Eight columns, six category boxes across ...
Read article1099-B vs 1099-DA — What the New Crypto Tax Form Changes for 2026
For years, crypto investors filed taxes in a strange limbo: exchanges sent inconsistent forms, or none at all, and you were left reconstructing every trade f...
Read articleCovered vs Noncovered Securities — What Your Broker Reports (and What You Must)
You're looking at your 1099-B and you keep seeing two words that split everything into separate sections: covered and noncovered. One section shows a nice, c...
Read articleAttaching a Statement Instead of Form 8949: When the IRS Actually Accepts It
You're an active trader. You closed 1,800 positions last year across three accounts. The thought of typing each one onto Form 8949 — or even running a CSV im...
Read articleSchedule D Line 1a vs Line 1b: When to Summarize and When to Detail Your 1099-B
You're staring at Schedule D and noticed it has two lines for short-term covered sales: Line 1a labeled "Totals for all short-term transactions reported on F...
Read articleForm 8949 Box D vs Box E vs Box F: Long-Term 1099-B Reporting Explained
You held the position for more than a year. The capital gains rate is 0%, 15%, or 20% depending on your bracket — far gentler than the ordinary-income treatm...
Read articleForm 8949 Box A vs Box B vs Box C: Short-Term 1099-B Reporting Explained
Your broker handed you a consolidated 1099-B that says "Short-Term — Basis Reported to IRS" at the top of one page and "Short-Term — Basis NOT Reported to IR...
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 articleForm 8453 for 1099-B: How to Mail Your 8949 Statement After E-Filing
You hit the e-file button. Your software flashed the green checkmark. Then it spit out a one-page Form 8453 with a checkbox marked next to "Form 8949" and to...
Read articleTurboTax 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 fully-free product that still files investment income — no federal fee, no state fee, no upsell to a Premium ...
Read articleTaxSlayer 1099-B CSV Import — Format, Headers, and the Workaround
You picked TaxSlayer because it was the cheapest software that still says "imports 1099-B" on the feature list. You navigated to the investment section, foun...
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 1099-B 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 ...
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 1099-B and find something else: a 1042-S, or both a 1099-B and a 1042-S, or just a list of monthly statements and no ...
Read articleTradeStation 1099-B TurboTax Import Issues — Stocks, Options, and Futures Done Right
You closed 800 round-trip trades this year, half on stocks and half on futures contracts. TradeStation just posted your tax documents — except there are thre...
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 1099-B, and then TurboTax refuses to auto-import it. The...
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 1099-B PDF. You went looking for a CSV export. You couldn't find one. Because t...
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 T-bills, and maybe ran a few options. Now it's tax time and you're trying to figure o...
Read articleSoFi Invest 1099-B Import into TurboTax: Why "SoFi" Isn't in the Dropdown
You're trying to import your SoFi Invest 1099-B into TurboTax. You type "SoFi" in the broker search box. Nothing matches. You try "SoFi Invest", "SoFi Securi...
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 1099-B and the form looks nothing like the TD Ameritrade statements you used to download. The account number is differe...
Read articleThe 1099 Composite Form Explained: Finding the 1099-B Inside
Your broker sent something called a "Consolidated 1099" or "1099 Composite," and it's twenty, forty, sometimes a hundred pages. Somewhere inside is the 1099-...
Read articleNo 1099-B? How to Report Stock Sales Without One
You sold shares last year, tax season arrives, and no 1099-B ever shows up. Maybe it was a small or foreign broker, a private company sale, or a platform tha...
Read article1099-B vs 1099-DIV vs 1099-INT: Which One Has Your Stock Sales?
Your broker sent one thick tax package, and inside it are three different forms: a 1099-B, a 1099-DIV, and a 1099-INT. They look similar, the numbers overlap...
Read articleHow to Read Your 1099-B: Every Box Explained
Your broker's 1099-B is dense — columns of numbers, box letters, "covered" and "noncovered" labels, and a wash sale column that seems designed to confuse. Bu...
Read articleForm 8949 Example: A Filled-Out Sample, Line by Line
A Form 8949 example is worth more than any amount of column-by-column explanation, because nothing makes the form click like seeing it filled in with real nu...
Read articleWhat Is a TXF File? Format, How to Open It, and How to Create One
You're trying to import investment transactions into TurboTax, a guide tells you to use a "TXF file," and you have no idea what that is or where to get one. ...
Read articleScanned or Photographed 1099-B: Can You Still Convert It?
You've got your 1099-B — but it's a photo you snapped of a paper copy, or a scan your parents mailed you, or a fax-quality image from an old account. You upl...
Read articleHow to Enter a 1099-B in TurboTax Without Your Broker Login
TurboTax's easiest path to entering investment sales is to log you straight into your brokerage account and pull the data. Convenient — but it means typing y...
Read article"Various" Acquisition Dates on a 1099-B: How to Enter Them in TurboTax
You're entering a stock sale in TurboTax, you look at the date acquired column on your 1099-B, and instead of a date it says "Various." TurboTax's box wants ...
Read articleImport Client 1099-Bs into Drake, ProSeries, and Lacerte
It's the middle of the season. A client drops off a brokerage 1099-B that's forty pages long, hundreds of transactions, and it's a PDF — not a data file. You...
Read articleIRS Direct File and Your 1099-B: What to Do If It's Not Supported
You went to file for free with IRS Direct File, got partway through, and hit a wall: it asks about your income, you mention you sold stocks, and the tool tel...
Read articleFidelity NetBenefits 1099-B: Supplemental Stock Plan Basis into TurboTax
Your employer runs its equity comp through Fidelity NetBenefits, you sold vested RSUs or ESPP shares last year, and the 1099-B is reporting a cost basis that...
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...
Read articleShareworks (Morgan Stanley) 1099-B: Stock Plan Sales into TurboTax
Your employer uses Shareworks by Morgan Stanley to manage equity comp, you sold some vested RSUs or ESPP shares last year, and now the 1099-B shows a cost ba...
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 articleComputershare 1099-B: DRIP and Transfer Agent Sales into TurboTax
You held shares directly with Computershare — maybe through a company dividend reinvestment plan (DRIP), a direct stock purchase plan, or stock you got as an...
Read articleUBS 1099-B to TurboTax: Wealth Management Exports Made Simple
UBS is a wealth management firm first, which shapes your tax package: managed portfolios, a financial advisor placing trades, and a Consolidated 1099 that ca...
Read articleRaymond James 1099-B to TurboTax: Composite Statement to Clean Import
Raymond James sends you a document called the 1099 Composite and Year-End Summary — a single, dense package that rolls your 1099-B together with dividends, i...
Read articleAmeriprise 1099-B to TurboTax: Convert Advisor Statements to CSV
Ameriprise accounts come with an advisor, a financial plan, and a year-end tax package that reflects all of it — managed portfolios, reinvested distributions...
Read articleEdward Jones 1099-B to TurboTax and CSV: Full-Service Statements Made Simple
Edward Jones is a full-service firm, which means your investing runs through an advisor and your year-end tax package tends to be thick — a Consolidated 1099...
Read articleWells Fargo / WellsTrade 1099-B TurboTax Import Not Working (2026 Fix)
You bank with Wells Fargo, you invest through WellsTrade, and you assumed tax time would be the easy part. Then TurboTax's broker import gives you three diff...
Read articleMoomoo 1099-B into TurboTax: Export and Convert (2026)
You traded actively on Moomoo all year — a few hundred fills, maybe some options, maybe a couple of ADRs — and now TurboTax is asking you to import your 1099...
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 1099-B, logged into your tax software — TaxAct, TurboTax, or H&R Block, it doesn't really matter which — clicked Import from Ro...
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 1099-DA to customers. If you traded crypto on Coinbase, Kraken, Robinhood Cr...
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 1099-B would f...
Read article1099-B Has Noncovered Securities With No Cost Basis: How to Enter Them Correctly
You open your 1099-B and scroll to the section labeled "Short-term sales — cost basis NOT reported to the IRS" or "Long-term sales — Box E". The proceeds col...
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 1099-B. Everything looked fine in the summary screen. Then you hit Federal Review, and TurboTax flags every single transaction with a yello...
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 1099-B, 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 W-2, 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 1099-B. Manual entry = 4 hours. Broker import fails for the third time. You remember hearing the IRS lets you enter summary totals i...
Read articleCSV vs TXF vs Excel: Which Format Should You Use for Your 1099-B?
You just converted your 1099-B PDF into something usable. But now you're staring at three download options — TXF, CSV, and Excel — and wondering which one ac...
Read articleWebull 1099-B Not Importing into TurboTax? Here's What's Actually Happening
Webull is relatively new to the tax-import game compared to Schwab or Fidelity, and its 1099-B connection has its own set of idiosyncrasies. The Intuit commu...
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 1099-B trying to figure out why a $2 expired call shows up as a shor...
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 1099-B shows a wash s...
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 ...
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 1099-B in mid-March — maybe just a small wash sale adjustment, maybe a cost basis revision on one ...
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 1099-B might show up in February — but then another ...
Read articleImport 1099-B into TurboTax via TXF: PDF Converter + Step-by-Step Guide
Quick Path: Convert Your 1099-B PDF to TXF You don't need to read this whole guide. If you already have your 1099-B PDF in hand, here's the 2-minute version:...
Read articleMerrill Edge 1099-B Missing from TurboTax Dropdown? Here's Why and What to Do
You've been importing your Merrill Edge 1099-B into TurboTax for years without issue. This season you open the broker import dropdown and Merrill Edge is jus...
Read article109-Page 1099-B? How to Handle Thousands of Stock Transactions
You open your 1099-B 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 probl...
Read articleWorthless Stock From a Failed Private Company: How to Report on Form 8949 (Even Without a 1099-B)
You angel-invested $50,000 in a friend's startup in 2019. The company spent five years trying to find product-market fit, raised a small seed round, burned t...
Read article1099-B PDF to CSV: The Complete Guide
Your broker sends a 1099-B 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 1...
Read articleUnderstanding Wash Sales on Your 1099-B
The "Wash Sale Loss Disallowed" column on your 1099-B confuses a lot of investors. Here's what it means and why it matters. The Wash Sale Rule in 30 Seconds ...
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 1099-B 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 1099-B. The IRS wants Form 8949 and Schedule D. Here's how the data flows from one to the other. The Chain: 1099-B to Form 8949 to Sc...
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