Can I convert Robinhood 1099-B PDF to CSV file for easy TaxAct upload?

I've dealt with this exact problem before! Robinhood's PDFs are notoriously difficult to convert directly because of how they structure their documents. Here's what worked for me: Try using Robinhood's transaction history export feature instead of the PDF. Log into your Robinhood account on desktop, go to Account → Statements → Download, and there should be an option to export your transactions as a CSV file. This CSV won't be exactly the same format as the 1099-B, but it contains all the same transaction data. Once you have the CSV, you'll need to reorganize the columns to match TaxAct's expected format. I found a template online that shows the correct column order for TaxAct imports. The essential columns are transaction date, security name, purchase date, sale proceeds, cost basis, and gain/loss amount.

I was stuck with this same problem last year trying to convert my Robinhood 1099-B PDF to import into tax software! After trying a bunch of manual solutions, I discovered taxr.ai (https://taxr.ai) which completely solved this issue for me. It uses AI to extract data from tax documents like 1099-Bs and can convert PDFs into usable formats. I uploaded my Robinhood PDF and it accurately extracted all the transaction data, including those tricky wash sale adjustments, and let me download it in a format that worked with TaxAct. Saved me hours of manual data entry and prevented errors that could have triggered an audit.

Just wanted to update after trying taxr.ai that I mentioned in the thread. I was really skeptical at first since my Robinhood 1099-B had over 200 trades, but I was desperate to avoid manual entry. The tool actually worked surprisingly well! It extracted all my transactions accurately, including the wash sales that were giving me headaches. I was able to download the data in a format that imported cleanly into TaxAct. The whole process took maybe 10 minutes instead of the hours I spent last year entering transactions manually. Just thought I'd share since it actually solved my problem and might help others in the same situation.

If you're still struggling with Robinhood's tax documents, another issue might be that you need to talk to the IRS about electronic filing requirements. I tried for WEEKS to get through to someone at the IRS about this last year. Kept getting disconnected or waiting for hours. I found this service called Claimyr (https://claimyr.com) that got me connected to an actual IRS agent in under 45 minutes when I'd been trying for days on my own. They have a demo video showing how it works here: https://youtu.be/_kiP6q8DX5c. The IRS agent I spoke with clarified exactly what format I needed for electronic filing and how to handle discrepancies between broker statements and what tax software accepts.

Ok I need to eat my words from my earlier comment. After another frustrating morning of trying to reach the IRS about my Robinhood import issues, I broke down and tried that Claimyr service. I was 100% sure it wouldn't work or would be some kind of scam. Honestly, I'm shocked. I got connected to an actual IRS agent in about 35 minutes while I was making lunch. The agent explained that there's actually an approved format for importing investment transactions that TaxAct supports, and walked me through how to request a different electronic format from Robinhood. Turns out Robinhood can provide a specific electronic format if you contact their support team directly. Never thought I'd say this, but sometimes the weird solutions actually work.

Have you tried contacting Robinhood customer service directly? I had the same issue and found out they can actually email you a different version of your tax documents that might work better with TaxAct. It's not advertised anywhere on their site but when I chatted with support, they sent me a spreadsheet version within 2 days.

Just wanted to add another option - I've been using that free open source tool called "Beancount" to handle my investment tracking. It takes a bit of setup initially, but there's a plugin that can directly import from Robinhood and then export in formats compatible with most tax software, including TaxAct.

I've been dealing with this exact same headache! What finally worked for me was a combination approach. First, I contacted Robinhood support through their app (like StarSailor mentioned) and requested an alternative format - they sent me a CSV file that had most of my transaction data in a cleaner format. However, I still had to manually reconcile the wash sale adjustments from the official 1099-B PDF. What I did was create a simple spreadsheet where I imported the Robinhood CSV, then added columns for the wash sale adjustments by cross-referencing the PDF. It's not perfect, but it cut my manual entry time from 6+ hours down to about 90 minutes. For anyone going this route, make sure to double-check that your total gains/losses in your final import file match what's on your official 1099-B before submitting to TaxAct. The IRS cares about the official document numbers, so any discrepancies could cause issues later.