Moomoo 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-B. You start typing "Moomoo" into the broker search box, and nothing useful comes back. No logo, no clean match, no one-click import.

You're not doing it wrong. Moomoo (operated in the US by Moomoo Financial Inc.) is not one of TurboTax's direct import partners the way Fidelity or Schwab are, so the "import from your broker" flow that works for the big names usually doesn't work here. The good news: your data is all sitting in a clean Consolidated 1099 PDF, and there's a reliable way to get it into TurboTax. Here's the whole process.

Why the Moomoo TurboTax Import Doesn't Just Work

TurboTax's direct broker import relies on a partnership and a data feed between the brokerage and Intuit. When you pick a broker from the list and log in, TurboTax pulls a pre-formatted file straight from the broker's servers.

Moomoo doesn't participate in that program for most retail accounts, which leaves you with a few outcomes when you try:

• Moomoo doesn't appear in the broker dropdown at all
• It appears but the login fails or returns zero transactions
• You find a "Moomoo Financial" entry that connects but pulls nothing

None of these mean your 1099-B is wrong. They just mean the direct pipe isn't there. That's fine — Moomoo gives you the actual tax document as a PDF, and TurboTax accepts your data through other doors.

Step 1: Download Your 1099-B from Moomoo

Moomoo issues a Consolidated 1099 — a single document that bundles your 1099-B (your stock and options sales), plus 1099-DIV and 1099-INT if you had dividends or interest. For your capital gains, the 1099-B section is what matters.

To get it:

1. Open the Moomoo app (or log in on the web)
2. Go to Accounts → More → Tax Documents (sometimes under "Statements & Documents")
3. Select the correct tax year
4. Download the Consolidated 1099 as a PDF

Save the PDF somewhere you can find it. This document is your source of truth — every proceeds figure, cost basis, and wash sale amount you'll report comes from here.

If your tax documents aren't available yet, check the date. Brokers have until mid-February to issue 1099-Bs, and consolidated forms with dividends often come later than plain ones. See our guide on when brokers send 1099-B forms if you're waiting.

Step 2: Get the PDF Into TurboTax

Since the direct import isn't reliable, you have three real options. In order of least to most painful:

Option A — Convert the PDF to CSV or TXF (recommended)

The fastest reliable path is to convert your Moomoo 1099-B PDF into a file TurboTax imports cleanly:

1. Upload your Moomoo Consolidated 1099 PDF to a PDF-to-CSV/TXF converter
2. Preview the extracted transactions to confirm they match the PDF
3. Download the TXF file (best for TurboTax Desktop) or CSV
4. In TurboTax Desktop: File → Import → From Accounting Software → TXF File

This bypasses the missing broker integration entirely and loads every transaction into Form 8949 with proceeds, cost basis, holding period, and wash sale amounts intact. For a breakdown of which file format each program prefers, see CSV vs TXF vs Excel.

Option B — Enter summary totals and mail the detail

If you'd rather not import line-by-line, TurboTax lets you enter summary totals per category (short-term covered, long-term covered, and so on) and then mail a copy of the 1099-B to the IRS with Form 8453. This works, but it means a paper step after e-filing. Our guide on entering 1099-B summary totals walks through exactly when this is allowed and how to do it.

Option C — Type each transaction by hand

Always available, rarely advisable. If you had five trades, fine. If you're an active Moomoo trader with a few hundred fills, manual entry is where mistakes and lost evenings happen — see what to do with a 1099-B that has too many transactions.

Options, ADRs, and Other Moomoo Quirks

A few things that show up on Moomoo 1099-Bs more than on a plain stock account:

• Options trades. Expired, assigned, and exercised options each report differently. If you traded options on Moomoo, the descriptions can look cryptic on the 1099-B. A good extraction preserves them exactly as reported so TurboTax categorizes them correctly.
• ADRs and fractional shares. Moomoo supports fractional investing and lists many ADRs. Fractional shares produce long decimal quantities, which are easy to fat-finger by hand and a non-issue when you convert the PDF.
• Wash sales. Active trading in the same ticker is the classic wash sale trigger. Moomoo reports the disallowed amount in the wash sale column, and that figure has to carry through to your Form 8949 — see understanding wash sales on your 1099-B.
• Clearing history. Some older Moomoo accounts cleared through Apex Clearing before Moomoo moved to self-clearing. If your document references Apex, our note on Apex Clearing 1099-Bs across multiple brokers explains what that means.

Verifying Before You File

Whichever path you take, spot-check before submitting:

1. Compare the total proceeds on your Form 8949 to the summary total on the Moomoo 1099-B — they should match to the dollar
2. Confirm any wash sale amounts carried over
3. Check that short-term and long-term transactions landed in the right boxes

If the totals tie out, you're done. If they don't, the mismatch is almost always a category or a missed adjustment, not a bad extraction.

FAQ

Is Moomoo a TurboTax import partner?

Not for most retail accounts. Moomoo (Moomoo Financial Inc.) generally doesn't appear as a working direct-import broker in TurboTax, which is why the import returns nothing. You use the PDF instead, converted to CSV or TXF.

Where do I find my 1099-B in the Moomoo app?

Go to Accounts → More → Tax Documents, select the tax year, and download the Consolidated 1099 PDF. The 1099-B section inside it holds your stock and options sales.

Does Moomoo send a separate 1099-B or a consolidated form?

Moomoo issues a Consolidated 1099 that bundles the 1099-B with 1099-DIV and 1099-INT. For capital gains you only need the 1099-B portion; a converter reads that section and ignores the dividend/interest pages.

How do I import Moomoo options trades into TurboTax?

Options appear on the same 1099-B as your stock sales. Converting the PDF preserves each option's proceeds, basis, and holding period so TurboTax classifies them correctly — no separate options import needed.

My Moomoo 1099-B has hundreds of trades. Do I have to enter them all?

No. Convert the PDF to TXF or CSV and import the whole file at once, or use summary totals and mail the detail. Manual entry is only realistic for a handful of trades.

Why does my Moomoo document mention Apex Clearing?

Some earlier Moomoo accounts cleared through Apex before Moomoo self-cleared. It doesn't change how you report — the transactions are still on your 1099-B and convert the same way.

Bottom Line

Moomoo not showing up in TurboTax's import list isn't a problem with your account — it's just that Moomoo isn't wired into Intuit's direct feed. Download your Consolidated 1099 PDF, convert the 1099-B section to TXF or CSV, and import that. It's faster and more accurate than typing hundreds of active-trader fills by hand.

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Trading actively on Moomoo? Convert your 1099-B free — upload the PDF, preview every fill including options and fractional shares, and get a clean TXF or CSV for TurboTax in minutes.