AamilD
Expert Alumni

Get your taxes done using TurboTax

You can still report that without having a 1099-B. Please follow the steps below:

  1. Click on Tax Home from Left Side Menu.
  2. Click on Wages & Income from the main screen.
  3. Scroll down to Investment Income Section and click on the First Option which is for Stocks, Cryptocurrency, Mutual, Bonds, Other. 
  4. Click on Yes when it asks you if you sold any investments.
  5. Then Select Stocks, Bonds, Mutual Funds and continue ahead. 
  6. On the screen where it asks you to import your tax info, scroll down and click on "I'll type it myself" . Enter the brokerage name and the Account Number and EIN Number if available. Then answer the questions accordingly. 
  7. Then it will start asking you information about the sales and under the Sales Section you can mention you did not receive a 1099-B Form from the drop down menu. See image below for further reference. 

 

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