AmyC
Expert Alumni

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.

  1. Payer's name - WI
  2. Belongs to your husband
  3. Box 1a $266.89
  4. Continue
  5. None of these apply
  6. Continue

 

1099-B

  1. Stocks,mutual fund, other
  2. Did you receive a 1099-B?
  3. Select Yes and continue
  4. I'll type it in myself
  5. Continue
  6. Bank or Broker - enter issuer information
  7. Continue
  8. Did this include ESPP?, No
  9. How many sales are on your 1099-B form? A few sales (1-3)
  10. Do these sales include any other types of investments? No
  11. Did you purchase all of these investments? Yes if you bought, No if you inherited
  12. Continue
  13. Continue
  14. Sales Section - assuming stock was held more than 1 year since it was lost. Select long term non-covered
  15. What type of investment did you sell?
  16. Stock (non employee)
  17. How did you receive this investment?
  18. Select the method that applies to you
  19. Description
  20. # sh Walt Disney  (Example 35 sh Walt Disney Co) 
  21. Date sold
  22. 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.
  23. 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.
  24. Select the cost basis is missing or incorrect on my 1099-B
  25. Continue
  26. None of these apply
  27. Continue

 

 

 

 

 

 

 

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