Step 1 — Go to the Taxes section
→ From your Netrunner Dashboard, locate the Taxes tab.
→ Click Download Tax Report.
Step 2 — Select the TurboTax 1099-B Format
→ In the report options, select TurboTax 1099-B (CSV).
→ This format is specifically designed to be imported into TurboTax and other tax software that accept 1099-B style reports.
Step 3 — Generate the File
→ Click Generate Report.
→ Netrunner will process your reconciled transactions into the correct file format.
→ Once complete, click Download to save the file to your computer.
Step 4 — Import into TurboTax
→ Visit TurboTax Support's official guide for step-by-step import instructions.
→ For any questions or issues related to TurboTax's import process, please reach out directly to TurboTax Support.
Step 5 — Complete Your Filing
→ Once reviewed, confirm the import.
→ Continue with your TurboTax filing as normal.
→ You may also share the exported CSV with your accountant or other tax software that supports 1099-B uploads.
Best Practices for Smooth Exports
→ Reconcile first: Always reconcile 100% of your transactions (see HT201) before exporting.
→ Double-check cost basis: Make sure your Cost Method (see HT202) matches your jurisdiction’s requirement before generating exports.
→ Keep a backup: Store both the CSV export and the PDF Summary report for your records.
→ Cross-verify totals: Compare your TurboTax import totals with your Netrunner Report Summary PDF to ensure accuracy.
✅ You’ve now exported your Netrunner data and successfully imported it into your tax software.
Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Please verify with official sources and consult a professional before acting on any information. Netrunner is not liable for outcomes resulting from its use.