To delete your original 1099-DIV that you entered.'
- Go to the Did you have investment income? screen
- select the trash can next to the 1099-DIV to delete it.
Form 1099-B is reported in TurboTax under the Investments and Savings Section of Wages & Income. TurboTax automatically completes Form 8949 when you enter your stock sales. If you would like to import your 1099-B, review the TurboTax Help article Where do I enter or import a 1099-B?.
Follow the steps below to enter your 1099-B:
- Launch TurboTax
- Select Federal and Wages & Income
- Select Add more income
- Select the dropdown by Investments and Savings
- Select Start/Edit by Stocks, Bonds, Mutual Funds (1099-B) Please note that you may have to upgrade to TurboTax Premium
- TurboTax will guide you through the screens to enter your 1099-B.
For more information on broker transactions, refer to the TurboTax article What is Form 1099-B: Proceeds from Broker Transactions? and
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