JohnB5677
Expert Alumni

Get your taxes done using TurboTax

There is an alternative in TurboTax to attach a PDF.

  1. Wages and Income
  2. Scroll to Investments & Savings
  3. Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) [Start or Revisit]
  4. If you already have an entry, select the appropriate broker or add another account.
  5. Get ready to be impressed - Continue.
  6. Click Enter a different way.
  7. Stocks, Bonds, Mutual Funds - Continue
  8. Enter Broker - Continue
  9. Tell us about the sales on your FSC eQuipt 1099‑B
    1. Do these sales include any employee stock? - No
    2. Do you have more than three sales on your 1099‑B? - Yes (4+)
    3. Do these sales include any other types of investments? - No
    4. Did you buy every investment listed on your 1099‑B? - Yes
    5. Continue
  10. Choose Sales Section tools - Continue
  11. Look for your sales on your 1099‑B - Continue
  12. Post your sales
  13. This will close the record
  14. Continue to screen Now we'll help you upload your 1099-B since the IRS requires a copy
  15. Browse and select your document
  16. Document will show in TurboTax - Continue
  17. This completes the process
  18. When you upload your document, your filing instructions will not show that anything needs to be mailed in, and no Form 8453 will be generated.

 

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