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posted Jun 5, 2019 11:03:24 PM

I need help inserting 1099 B form. I Have two forms from morgan stanley.

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1 Best answer
Intuit Alumni
Jun 5, 2019 11:03:26 PM

Here's where you enter or import your 1099-B in TurboTax:

  1. Open (continue) your return if it's not already open.
  2. In TurboTax, search for 1099-B and then select the Jump to link in the search results.
  3. Answer Yes to Did you sell any investments in 2018?
    • If you see Here's the info we have for these investment sales, select Add More Sales.
  4. Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
  5. At "Choose your bank or brokerage or Let Us Enter Your Investment Sale Info", choose how you want to enter your 1099-B (import or type it in yourself).
  6. Follow the onscreen instructions.

 


1 Replies
Intuit Alumni
Jun 5, 2019 11:03:26 PM

Here's where you enter or import your 1099-B in TurboTax:

  1. Open (continue) your return if it's not already open.
  2. In TurboTax, search for 1099-B and then select the Jump to link in the search results.
  3. Answer Yes to Did you sell any investments in 2018?
    • If you see Here's the info we have for these investment sales, select Add More Sales.
  4. Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
  5. At "Choose your bank or brokerage or Let Us Enter Your Investment Sale Info", choose how you want to enter your 1099-B (import or type it in yourself).
  6. Follow the onscreen instructions.