In TurboTax Home & Business, follow these steps to enter individual IRS form 1099-B transactions:
- Select Personal across the top of the screen.
- Select Personal Income across the top of the screen.
- Select I'll choose what I work on.
- Scroll down to Investment Income.
- Select Start / Update to the right of Stocks, Mutual Funds, Bonds, Other.
- At the screen Let's finish pulling in your investment income, click Add investments.
- At the screen Let Us Enter Your Bank and Brokerage Tax Documents, click Skip Import.
- At the screen OK, let's start with one investment type, select Stocks, Bonds, Mutual Funds and select Continue.
- At the screen Which bank or brokerage is on your 1099-B, enter the information. Continue.
- Do these sales include any employee stock, enter No.
- Do you have more than three sales, enter No.
- Do these sales include any other types of investments, enter No.
- Did you buy every investment listed, enter Yes. Continue.
- On the screen Now, choose how to enter your sales, select One by one. Select Continue.
- On the screen Look for your sales on your 1099-B, select Continue.
- At the screen Now, enter one sale, enter the information. Continue.
- Select Add another sale as necessary. Continue.
At the screen OK, let's start with one investment type, other types of investments may be chosen.
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