To enter your stock sales:
Open or continue your return.
Navigate to the 1099-B section:
- TurboTax Online/Mobile: Go to the 1099-B screen under Wages & Income.
- TurboTax Desktop: Go to Federal Taxes >> Wages & Income >> If asked How do you want to enter…?, select I’ll choose what I work on. >> Under Investment Income, select Start or Update next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. >> If asked How do you want to enter…?, select I’ll choose what I work on. >> Under Investment Income, select Start or Update next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
- Follow the onscreen instructions. When you reach Let's import your tax info, choose how you want to enter your 1099-B:
- To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form.
- If you don’t want to import, select Enter a different way, and on the How do you want to add your investment docs? screen, you can upload a copy of your 1099-B.
- If you want to enter your 1099-B manually, select Type it in myself.
- On the following screens, answer the questions about your 1099-B. When you reach the Review your sales screen, the form you just entered should be listed.
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