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Get your taxes done using TurboTax
1099-DIV - you don't have prior year info on a return since you just discovered this. Keep this one simple.
- Payer's name - WI
- Belongs to your husband
- Box 1a $266.89
- Continue
- None of these apply
- Continue
1099-B
- Stocks,mutual fund, other
- Did you receive a 1099-B?
- Select Yes and continue
- I'll type it in myself
- Continue
- Bank or Broker - enter issuer information
- Continue
- Did this include ESPP?, No
- How many sales are on your 1099-B form? A few sales (1-3)
- Do these sales include any other types of investments? No
- Did you purchase all of these investments? Yes if you bought, No if you inherited
- Continue
- Continue
- Sales Section - assuming stock was held more than 1 year since it was lost. Select long term non-covered
- What type of investment did you sell?
- Stock (non employee)
- How did you receive this investment?
- Select the method that applies to you
- Description
- # sh Walt Disney (Example 35 sh Walt Disney Co)
- Date sold
- Enter the date you received it in 2019. The IRS will send a letter and you will send copies of paperwork and explain that you received in 2019.
- Cost of other basis
- If you bought it, how much did you pay?
- If you inherited it, how much was it worth when you inherited it?
- If another situation, please reply with more information.
- The IRS will always accept a zero for an answer and tax the full amount.
- Select the cost basis is missing or incorrect on my 1099-B
- Continue
- None of these apply
- Continue
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March 27, 2020
5:06 PM