Skip to content
Import 1099-B transactions into TurboTax Online using Puppeteer
Branch: master
Clone or download
Fetching latest commit…
Cannot retrieve the latest commit at this time.
Permalink
Type Name Latest commit message Commit time
Failed to load latest commit information.
.gitignore
LICENSE
README.md
index.js
package.json
yarn.lock

README.md

BrokerScribe

BrokerScribe reads 1099-B transactions from the CSV file provided by Betterment and enters them into Intuit's TurboTax Online using Puppeteer.

Disclaimer: I used this for my 2018 tax return, but I only worked on the script enough to get the job done. It's not particularly polished, and changes to the TurboTax website might mean the script needs to be updated for future years.

Here's what it looks like at half speed:

demo video

Background

Betterment does have a TurboTax integration to do this work automatically, but TurboTax doesn't allow importing forms unless you have the Premier plan or above. I wrote this script because I had hundreds of transactions to enter, but I didn't want to pay for the Premier plan, in part because of Intuit's lobbying efforts against a simpler tax filing system.

I wrote a blog post on my experience writing this script.

Requirements

Installation

  • Clone the repo
  • Run yarn install or npm install.

Usage

  • Download the 1099-B in CSV form from Betterment, and save it as betterment-1099-b.csv in the project directory
  • Run yarn start or npm start

License

MIT

You can’t perform that action at this time.