TurboTax Desktop Instructions:
Step 1: Download the TurboTax Desktop 8949 Tax Form, on the "Taxes" page.
Step 2: On TurboTax, first, click "Personal Income" > Choose what you work on > "Investment Income" > Stocks, mutual funds, bonds, and others.
Step 3: Click “Yes” when asked if you have sold any investments.
Step 4: Then click “Yes” when asked if you received 1099 (even if your exchanges didn’t give you one).
Step 5: Scroll down below the “Financial Partners” window and select “I’ll import a TXF form.”
Step 6: Import TXF form saved from TaxBit.
Still have questions? You can interact with our Chatbot by selecting the Chat Widget located at the bottom right side of your screen, or fill out this form HERE to submit a support inquiry request. Our team is happy to help!
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