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 there isn't one. Cash App Investing only issues the Consolidated 1099 as a PDF — that's the entire export option.
That's not catastrophic — TurboTax can take direct broker imports for Cash App Investing, and there are file-based fallbacks if the import won't connect. But if you came in expecting a Robinhood-style CSV, you have to adjust the plan. Here's where to get the document, what's actually in it, and the three working paths to get those transactions onto Form 8949.
Where to Find Your Cash App 1099-B
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Tax forms are posted in the Cash App mobile app, not the website (Cash App is mobile-first; web access is limited).
- Open Cash App on your phone
- Tap your profile icon (top right)
- Scroll to Documents
- Tap Stocks for stock tax forms or Bitcoin for crypto activity
- Select the tax year and download the Consolidated 1099 PDF
If the document isn't visible yet, it may not be released — Cash App typically posts 1099-B forms by mid-February for stock activity, with Bitcoin/crypto forms following shortly after.
The PDF is the only export. There is no CSV button, no TXF button, no API. If you need anything other than the PDF, you have to convert it.
What's in the Cash App Consolidated 1099
Cash App splits its tax documents by product. You'll typically have:
- 1099-B (Stocks) — proceeds and basis from any stock sales, including fractional-share sales
- 1099-B (Bitcoin) — Bitcoin sales, treated as property dispositions; for 2025+, this may shift to 1099-DA
- 1099-INT — interest paid on Cash App balance (rare unless you opted in to interest-bearing accounts)
- 1099-MISC — referral bonuses, Cash Boost rebates that qualify as taxable income
Each section is its own tax form and gets entered separately into TurboTax. The 1099-B (Stocks) and 1099-B (Bitcoin) sections both report on Form 8949, but they go through different TurboTax flows — Bitcoin under the digital assets / crypto flow, stocks under the stocks-and-bonds flow.
TurboTax Direct Import — Search "Cash App Investing"
Cash App Investing LLC is a registered broker-dealer, and in TurboTax's broker dropdown you can search for it directly:
- In TurboTax, go to Wages & Income → Investments and Savings → Stocks, Mutual Funds, Bonds, Other
- Choose Import from my bank or brokerage
- In the search box, type Cash App Investing
- Authenticate with your Cash App credentials, document ID, and account number from the 1099 PDF
The direct import works most of the time, but the connector is one of TurboTax's slower ones — expect 30 seconds to a few minutes per import. During peak filing weeks (mid-March to mid-April), expect occasional outages.
A few things specific to Cash App imports:
- Bitcoin is not pulled by the equity 1099-B import. Bitcoin requires the crypto flow under TurboTax's digital assets section. See 1099-DA crypto import for the crypto-specific path.
- Fractional shares come through as individual rows. Cash App popularized fractional investing, so accounts with regular auto-buys can have hundreds of small disposition rows.
- Wash sale flags computed by Cash App. These come through with the W code; don't override them.
The PDF-Only Problem and Three Workarounds
Because Cash App doesn't issue a CSV, your fallback options when the direct import won't work are different from a Robinhood or Schwab account.
Workaround 1: Convert the PDF to TXF or CSV
The most reliable fallback. Run the Consolidated 1099 PDF through a 1099-B converter to produce a TXF or CSV file with every row laid out, then upload that file to TurboTax. TurboTax accepts the file the same way it would from any other broker — Form 8949 and Schedule D populate identically. Format options and which TurboTax tier accepts what are explained in CSV vs TXF vs Excel for 1099-B.
This is what most Cash App users end up doing when the direct import is finicky, because there's no CSV alternative coming from the broker side.
Workaround 2: Manual Entry from the PDF
If your 1099-B is short — under 30 rows, no Bitcoin activity — manual entry is fine. TurboTax asks for description, dates, proceeds, basis, and any adjustment codes. Every column you need is on the PDF.
For 50+ rows, this is too painful to recommend. Use Workaround 1.
Workaround 3: Switch to a Different Tax Software
Some users switch to FreeTaxUSA, TaxAct, or H&R Block when TurboTax's Cash App import won't connect. Each handles file uploads slightly differently — TaxAct, for example, has its own specific CSV format detailed in the TaxAct 1099-B CSV format guide. The 1099-B PDF still has to be converted regardless of the destination software, but the upload mechanics may be cleaner.
If your situation is "TurboTax import keeps failing and I'm tired," the broader TurboTax alternatives for 1099-B import overview covers when each alternative makes sense.
Bitcoin on Cash App — Treated Differently
Cash App was an early Bitcoin-friendly platform, and Bitcoin activity is reported on its own 1099-B section (or 1099-DA, starting tax year 2025).
A few mechanics:
- Each Bitcoin sale is a taxable event reported on Form 8949
- Cost basis is the USD amount you originally paid, plus any fees
- Proceeds is the USD amount you received when you sold or sent BTC out
- Sending BTC to an external wallet is not a taxable event — but Cash App's report doesn't always know what's a transfer vs a sale, so you may need to adjust if your activity includes wallet transfers
In TurboTax, Bitcoin doesn't go under Stocks/Bonds — it goes under Digital Assets or Cryptocurrency, depending on your TurboTax tier. The form 8949 categorization is similar (short-term vs long-term, covered vs noncovered), but the entry flow is separate.
Fractional Shares and Recurring Buys
Cash App heavily markets recurring stock buys — five dollars a week, ten dollars a paycheck — across multiple tickers. If you ran recurring buys all year and sold or rebalanced, your 1099-B can have 100+ tiny rows.
Practical effects:
- Each row reports on Form 8949 individually; you can't aggregate them
- Manual entry is impractical past 30 rows
- TurboTax's import handles the volume, but slowly
- File-based upload (Workaround 1) is the cleanest path for high-volume Cash App accounts
For accounts well into the hundreds of rows, the same advice for any large 1099-B with too many transactions applies — bulk file upload beats clicking through every row.
Common Errors, Specific to Cash App Investing
| Symptom | Cause | Fix |
|---|---|---|
| "Cash App" returns no broker match in TurboTax | Searched too short; needs full name | Type "Cash App Investing" |
| Direct import succeeds but no Bitcoin in the data | Bitcoin reports under crypto, not stocks 1099-B | Import crypto via TurboTax digital assets flow |
| No CSV download option in Cash App | Cash App only issues PDF | Convert PDF to CSV/TXF |
| Recurring buys produce hundreds of $5 rows | Normal for Cash App fractional auto-buys | Use file upload, not manual entry |
| 1099-INT showing for Cash App balance | Interest paid on opt-in interest-bearing accounts | Enter under Interest and Dividends, not Stocks |
| Wash sale codes from rebalancing-style behavior | Frequent buy-and-sell on the same ticker within 30 days | Don't override; broker math is final |
| App says "tax form not yet ready" mid-February | Document not posted yet | Wait — typically released by 2/15 to 2/28 |
FAQ
Does Cash App offer a CSV export of my 1099-B?
No. The only export is the PDF. If you need a CSV, you have to convert the PDF.
Why doesn't TurboTax see my Cash App Bitcoin trades after I imported the broker?
Bitcoin reports on a different form (1099-B for digital assets, soon 1099-DA), under a different TurboTax flow. Run the digital-assets/crypto import separately from the equity 1099-B import.
Is Cash App Investing actually a real broker?
Yes. Cash App Investing LLC is a registered broker-dealer, member of SIPC. The trades clear through Cash App's clearing arrangement (currently Block, Inc.'s broker-dealer infrastructure, with DriveWealth historically used as well).
My 1099 says "Cash App Investing LLC" but my account number doesn't match the app. What number does TurboTax want?
The number on the 1099-B PDF, not the Cash App user-facing account display. Open the PDF, find the line labeled "Account Number" near the top, and use that exactly.
I sold $100 of stock and got a 1099-B. Do I really need to report $1.50 of capital gain?
Yes. Every disposition reports, regardless of dollar amount. The IRS computer-matches against the 1099-B Cash App already filed; not reporting it generates a CP2000 notice down the line.
Can I file a Schedule B summary instead of itemizing every Cash App row?
Schedule B is for interest and dividends, not capital gains. For 1099-B sales, you can use the summary totals method only if every row is covered short-term Box A with no adjustments. Most Cash App accounts have at least some wash sale codes from frequent rebuying, which disqualifies this option.
Bottom Line
Cash App Investing's PDF-only export model means you have to plan around the lack of a CSV. The direct TurboTax import works for most users; when it doesn't, converting the PDF to TXF or CSV and uploading the file is the reliable fallback. Bitcoin is a separate import altogether under TurboTax's crypto/digital assets flow.
The biggest mistake Cash App users make is assuming Bitcoin gets pulled by the equity import — it doesn't. The second biggest is trying to manually enter 200 fractional-share rows. Both have one-click solutions if you know to look.
Cash App Investing 1099-B PDF and no CSV in sight? Convert your 1099-B PDF free — generates a clean CSV or TXF with every fractional share row mapped to Form 8949. The fastest way to get a Cash App 1099-B into TurboTax when the direct import isn't cooperating.