When you enter investment sales or exchanges from Form 1099-B or 1099-S in TurboTax, we'll automatically fill out Form 8949 and transfer the info to Schedule D. You don't need to fill out the 8949 yourself.
To enter Form 1099-B in TurboTax Online:
- Open (continue) your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
- Click the drop-down arrow next to Tax Tools (lower left of your screen).
- Select Tools.
- In the pop-up window, select Topic Search.
- In the I'm looking for: box, type 1099-b.
- In the results box, highlight 1099-b, then click GO.
- You'll land on Did you sell any investments in 2022? Click Yes.
- Follow the onscreen instructions. You'll be able to enter the 1099-B info yourself or import it if your brokerage participates in the TurboTax Partner program.
Click here for information regarding Form 8949.
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