Get your taxes done using TurboTax

PattiF · ‎March 28, 2023

You can claim this in TurboTax by entering the information in the Investment Income section without receiving a 1099-B.

To enter the information without a 1099-B:

In TurboTax, click on Wages and Income
Scroll down to Investment Income
Choose Stocks, Mutual Funds, Bonds, Other and select Start or Update
The first screen will ask if you sold any investments during the year, answer yes
Did you get a 1099-B or a brokerage statement for these sales? Answer No
Tell us about the sale, Click I'll enter one sale at a time
The drop-down boxes can be filled out with the details of the stock sale

Make sure that you keep all of your records for the purchase and correspondence with the online platform in case the IRS were to have questions.

This example shows how a long term loss without a 1099-B is entered in TurboTax Online. Select your investment type.

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