DaveHH
Returning Member

Get your taxes done using TurboTax

There appears to no longer be a question "Did you get a 1099-B or brokerage statement for these sales? " At least I'm not being asked this question when following these instructions: https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/how-do-i-report-a-sto...

 

The stock sale I'm trying to enter is a privately held company via a broker in the secondary market. The broker specifically has said that I will not receive a 1099-B. Response was "XX does not send tax forms at the end of the year. However, everything your tax advisor should need from us is available in your transaction docs and trade confirmation."

 

This unresolved question appears to be the same problem I'm having.

 

Please let me know the new process to enter stock sales without 1099-B.