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Get your taxes done using TurboTax
You can enter your Category Totals and indicate you did not receive a 1099-B in the Investments section. You will need to mail a copy of your stock sales documentation with Form 8949 and Form 8453 after you have filed. Click this link for more info on How to Enter a Summary in Lieu of Individual Transactions.
This can be a PDF or spreadsheet you create, since you have no 1099-B. Here's more info on Mailing Form 8949 for Summary Totals.
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March 7, 2023
9:50 AM