This repository provides mssb_1099b_to_txf.py to convert simple Morgan Stanley
Smith Barney (MSSB) 1099-B PDFs to TXF files that can be imported into TurboTax.
The goal is to reduce data entry rather than to completely automate the process,
meaning that you'll need to modify the entries in TurboTax afterwards. The tool
has been used to import only a few different 1099-Bs so you may encounter
errors.
The TXF format is relatively straightforward and text based. It's defined at https://www.taxdataexchange.org/txf/txf-spec.html
The tool requires that the pdftotext executable from
Poppler be available on your path. On
most distros this dependency can be satisfied by installing the poppler-utils
package using your disto's package manager, e.g. for Debian/Ubuntu run:
sudo apt install poppler-utils
$ python3 mssb_1099b_to_txf.py ~/Downloads/1099-B.pdf > ~/1099b.txf
Then import 1099b.txf into TurboTax. You'll likely need to add some fields
and please double-check the results.