Easy Tech TutsHow to Upload the Uphold 1099-B Form to TurboTax Easily 2026
By Impran M N
If you traded crypto or other assets through Uphold, your 1099-B form needs to make it into TurboTax accurately to report capital gains and losses correctly. This guide walks through understanding the form, uploading it into TurboTax, and avoiding the mistakes that most often trip people up. It's built for individual investors and small business owners alike who want their crypto tax reporting handled correctly the first time.
01Understand what the Uphold 1099-B form reports
The 1099-B summarizes your transactions on Uphold, including gains and losses from crypto or other trading activity that needs to be reported on your tax return.
02Locate your form from Uphold
Before uploading anything into TurboTax, make sure you have the correct 1099-B document from your Uphold account for the relevant tax year.
03Upload the form into TurboTax
Within TurboTax's investment income section, follow the upload prompts to import your Uphold 1099-B data instead of manually entering every transaction.
04Avoid common mistakes during upload
Double-check that the correct tax year's form was uploaded and that all transactions appear as expected, since missing or duplicate entries can cause reporting errors.
05Confirm accurate reporting before filing
Review the imported figures against your Uphold account activity to confirm gains and losses were captured correctly before you submit your return.
Frequently asked questions
Do I need to manually enter every Uphold transaction?
No, uploading the 1099-B form directly into TurboTax is designed to import your transactions automatically rather than requiring manual entry of each one.
What if my Uphold 1099-B doesn't upload correctly?
If the upload doesn't go through cleanly, double-check the file and tax year, and be prepared to review entries manually to make sure nothing is missing.
Is crypto income reported differently than stock trading?
Crypto and stock trading gains are both generally reported as capital gains or losses, though it's worth confirming the specifics apply correctly to your situation.
Does uploading a 1099-B cost extra in TurboTax?
Importing investment forms is typically part of the standard filing process for returns that include investment income, rather than a separate paid add-on.
Can small business owners use this same process?
Yes, small business owners who also trade through Uphold can use the same upload process to report their capital gains and losses.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
