Select Stocks, Bonds, Mutual Funds. Then click Continue.
- On the next screen enter your Bank or Brokerage information.
- You will then have to respond to a few questions about the type of stock you sold and the number of transactions.
- You will then be given the option to enter your information as one or separate transactions or as a summary. Select the appropriate option and click Continue.
- At the screen Look for your sales on your 1099-B, click on Continue.
- At the screen Now, enter [sale] on your [name of bank or brokerage] enter your information about your transaction. Click Continue when done.
@briancostello1
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