PattiF
Expert Alumni

Get your taxes done using TurboTax

The transaction will be reported as if you had a 1099-B.  You will need the cost basis, redemption amount, date acquired and date sold (called).

 

Search for 1099-B and select the Jump to link in the search results

  1. 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
  2. On the OK, let's start with one investment type screen, select the category that applies to your situation and Continue
  3. Answer No to Did you get a 1099-B or brokerage statement for these sales?
  4. At Let's get your tax info, choose how you want to enter your 1099-B (import or type it in yourself)
  5. Answer the questions about your 1099-B
    • Select Bond as the type and be sure to select the appropriate way you received the investment.

 

 

 

 

 

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