Where do I enter or import a 1099-B?
Form 1099-B (Proceeds from Broker and Barter Exchange Transactions) reports the sale of stocks, bonds, mutual funds, and other securities.
Here's where you enter or import your 1099-B in TurboTax:
Open or continue your return.
Navigate to the 1099-B section:
TurboTax Online/Mobile: Go to the 1099-B screen under Wages & Income.
TurboTax Desktop:
Go to Federal Taxes.
Go to Wages & Income.
If asked How do you want to enter…?, select I’ll choose what I work on.
Under Investment Income, select Start or Update next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
Follow the onscreen instructions. When you reach Let's import your tax info, choose how you want to enter your 1099-B:
To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form.
If you don’t want to import, select Enter a different way, and on the How do you want to add your investment docs? screen, you can upload a copy of your 1099-B.
If you want to enter your 1099-B manually, select Type it in myself.
On the following screens, answer the questions about your 1099-B. When you reach the Review your sales screen, the form you just entered should be listed.
If you need to add another 1099-B, select Add investments. Otherwise, select Continue.
