Get your taxes done using TurboTax

 I apologize for the inconvenience. Please follow these steps:

  • Open or return to TurboTax.
  • In TurboTax, search for “1099-B” and then select the “Jump to” link in the search results.
  • If you see Your investments and savings, select the sale, edit and click the pencil to edit.
  • Select the title in the Sales Section.
  • Select the type of investment.
  • Enter a description in Box 1a.
  • Enter the date you acquired the investment in Box1b.
  • Box 1c enter the date sold.
  • Enter the proceeds in Box1d.
  • For Box 1e, enter the correct cost basis
  • Put a check in “The cost basis is incorrect or missing.”
  • Continue.
  • Select if any of the situations apply to this sale
  • Continue.
  • Select “I know my cost basis and enter the actual cost.
  • Continue and you will return to the Review screen.

 

 

 

 

 

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