Stash is not one of our import partners. You will not be able to import your files. Instead, you can manually type in a summary. You can enter 4 lines and cover the entire form.
Enter the totals for each:
- short term covered
- short term non-covered
- long term covered
- long term non-covered
When you enter summary data only, you are required to send a copy of your 1099B to the IRS. Once you submit your electronic copy, TurboTax prints out a cover letter and instructions on where to send a copy of your 1099B.
Here's where you enter your 1099-B in TurboTax:
- Open (or continue) your return if it isn't already open
- Select the magnifying glass, search for 1099-B and then select the Jump to link in the search results
- Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2021?
- If you see Your investment sales summary, select Add More Sales
- On the OK, let's start with one investment type screen, select the category that applies to your situation and Continue
- Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
- At Let's get your tax info, choose to type it in yourself
- Answer the questions about your 1099-B
Form 1099-B is included in TurboTax Premier, TurboTax Live Premier, Self-Employed, and TurboTax Live Self-Employed (online) and in all personal CD/Download versions of TurboTax.
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