HelenC12
Expert Alumni

Get your taxes done using TurboTax

There is a solution or alternate way to enter your 1099-B and be able to e-file. TiffanyL gave you a TurboTax FAQ link on how to enter a summary of your transactions. See the information below.

 

Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.

 

You'll enter the summary info instead of each individual transaction. Select your product below for instructions:

TurboTax Online

TurboTax CD/Download

Instructions for TurboTax CD/Download users with adjusted cost basis

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