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Get your taxes done using TurboTax
If you don't want to wait for Feb 12, you can choose to "enter a different way" and enter the Sales section totals from the 1099-Consolidated form you have. I know it sounds scary, but rest assured that TurboTax will guide you along the way and you don't have to enter each transaction.
To get back to the investment income section to enter your 1099-B sales totals, follow the steps below.
Here's where you enter or import your 1099-B in TurboTax:
- Open (continue) your return, if you haven't already
- Locate the search bar. Search for 1099-B, then select the Jump to link in the search results
- Select Okay! on the screen Time to kick off your investments! OR Yes on the screen Did you sell any of these investments? then Continue
- If you see Your investments and savings or Your investment sales summary, select Add investments or Add more sales
- 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 want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen
- 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 another sale. Otherwise, Continue
If you can wait, then follow xmasbaby0 instructions
‎February 10, 2023
10:34 AM