How to upload your 1099 to TurboTax
We’re excited to support Intuit TurboTax this tax season. You can use TurboTax Premier to automatically import your trade history directly into their software. Remember to use the following link so you can claim a discount of up to $20: http://turbotax.intuit.com/affiliate/robinh2.*
This import is limited to 1,500 transactions. If you have more than 1,500 transactions, follow the directions in this TurboTax Help Center article.
This import is limited to 2,250 transactions. If you have more than 2,250 transactions, you’ll need to enter the additional trade information manually.
Here are some common reasons for why your file may not be uploading:
TurboTax only allows you to upload CSV files. Before uploading your file, confirm that the end of your file name says .csv, not .xls or .xlsx. Currently, only CSV files are supported in automatic uploads.
Your tax data may not yet be available on the Open Financial Exchange (OFX). Sometimes your tax data takes additional time to load onto the Open Financial Exchange, which is required for auto-import into tax software. If your data is unavailable the first few days after your tax document is issued, please try again after a week.
The account number or document ID has been entered incorrectly. You can find both of these numbers at the top of your 1099, and they should be entered without spaces.
*Robinhood customers must redeem this offer at http://turbotax.intuit.com/affiliate/robinh2 to receive a discount of up to $20 for TurboTax federal products. This offer is available to Robinhood customers filing 2020 tax returns through the TurboTax Affiliate Program and cannot be combined with any other discount or offer. The offer is subject to all TurboTax offer terms and conditions and is subject to change without notice.
TurboTax is not an affiliate of Robinhood Markets (“Robinhood”) or any of its subsidiaries. Robinhood makes no representations as to the accuracy or validity of TurboTax products.