Yes, you should have received a Form 1099-B. Regardless of whether you received it, you are still required to report the sale of securities on your tax return. Note that for 2025, the 0% long-term capital gains tax rate applies to income up to $96,700.
To enter your sale of securities in your return, follow these instructions:
- Go to the stock sales screen under Wages & Income.
- Answer Yes to Did you sell any of these investments in 2025?
- If you land on the Let’s finish pulling in your investment income screen, select Add investments.
- On the Let's import your tax info screen, select Enter a different way.
- On the OK, let’s start with one investment type screen, select Stocks, Bonds, Mutual Funds.
- Continue through the interview and select Enter sales totals instead when prompted.
- You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Continue.
- You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen.
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