Use the 1099-B entry in the Investment Sales section of TurboTax. You will enter the proceeds, basis, and the dates acquired and sold. The dates will determine the holding period, and TurboTax will automatically prepare 8949. How do I enter a 1099-B. Choose Skip Import and I'll type it in myself.
You can search for 1099-B or investment sales - both will provide a jump to link that will take you directly to the investment sales section. Select 1099-B whether or not you have an actual form.
When do I need to include my 1099-B with my return?
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