In TurboTax Online, I am able to access the 1099-B screens by following these steps:
- Down the left side of the screen, click on Tax Home.
- Click on the down arrow to the right of Review.
- Click on the blue band labeled Review.
- Down the left side of the screen, click Federal.
- Down the left side of the screen, click Wages & Income.
- Click the down arrow to the right of Investments and Savings.
- Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
- Click Add investments
In TurboTax Desktop, I am able to access the 1099-B screens by following these steps:
- Select Federal Taxes across the top of the screen.
- Select Wages & Income across the top of the screen.
- Select I'll choose what I work on.
- Scroll down to Investment Income.
- Click to the right of Stocks, Mutual Funds, Bonds, Other.
- At the screen Let’s finish pulling in your investment income, select Add investments.
Are you seeing something else?
@Dave2189
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