To add an investment transaction not reported to you on a Form 1099-B, you will go through the same steps in TurboTax that you would if it had been reported on a Form 1099-B. Make sure you are are working in your return:
- In the income section, Select Investments and Savings....
- On the page "Did you have investment income in 2024?" Answer Yes
- On the page "Let's Import your tax info" click on "Enter a different way"
- Select "Stocks, Bonds, Mutual Funds" on the OK let's start with one investment type
- When asked "Which bank or brokerage is on our 1099-B?" Give a description of the investment for the bank or brokerage, leave the other fields blank. Click Continue
- Answer No to the next three questions
- Answer "Did you buy every investment listed...."
- Select "One by One"
- Continue past the "1099-B"
- On the page "Now, enter one sale..." for Sales section, select either "Long-term did not receive 1099-B form".
- That will report your transaction on Form 8949 with Box F checked.
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