To enter form 1099-B:
- Login to your account.
- Select Federal from the left menu
- Go to Wages and Income.
- Select I'll choose what I work on.
- Scroll down to Investment Income.
- Select Start next to Stocks, mutual funds, bonds, or other
- 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 how you want to enter your 1099-B (import or type it in yourself)
- Answer the questions about your 1099-B
When you enter investment sales or exchanges in TurboTax, we'll automatically fill out Form 8949 (Sales and Other Dispositions of Capital Assets) and transfer the info to Schedule D.
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