Why Am I Getting an Error on My Schedule D (1099-B) Import?

When you import capital gain and loss transactions using our CSV template, the file must match the template exactly. If the information is missing, formatted incorrectly, or entered in the wrong columns, the import may fail and generate an error message.

The good news is that the error message will identify the specific issue and tell you which row in the CSV file needs attention.

Common Reasons for Import Errors

You may receive an error if:

• Column headers have been changed, deleted, or misspelled.
• Required fields are missing.
• Data is entered in the wrong column.
• Dates or amounts are not formatted correctly.
• Additional columns were added to the template.
• The CSV file does not follow the structure of the original template.

Because the system validates every row before importing, even a single error can prevent the entire file from uploading.

How to Fix the Error

1. Review the error message carefully.
2. Locate the row number identified in the message.
3. Open your CSV file and review the data in that row.
4. Compare your file to the original CSV template provided by the program.
5. Correct any formatting, missing information, or column mismatches.
6. Save the updated file as a CSV and try the import again.

Example: Column Name Error

One of the most common errors involves column headers.

If the error message indicates a problem with Column A or Column B, check that the column names in your CSV file exactly match the names in the provided template. Renaming, deleting, or modifying a header can cause the import to fail.

To resolve the issue:

• Open the CSV file.
• Compare the header row to the original template.
• Restore any missing or incorrect column names.
• Save the file and re-upload it.

Tips for a Successful Import

Before uploading your file:

• Use the CSV template provided by the program.
• Do not modify the column headers.
• Do not rearrange or delete columns.
• Verify that all required fields contain valid data.
• Save the file in CSV format before importing.

Key Takeaway

Schedule D (1099-B) import errors usually occur when the uploaded CSV file does not match the required template. The error message will identify the problem and the affected row, making it easier to correct the file and complete your import successfully.