HT302 – How to Export for Tax Software

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.

Updated on: 28/01/2026