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Get your taxes done using TurboTax
You can still report that without having a 1099-B. Please follow the steps below:
- Click on Tax Home from Left Side Menu.
- Click on Wages & Income from the main screen.
- Scroll down to Investment Income Section and click on the First Option which is for Stocks, Cryptocurrency, Mutual, Bonds, Other.
- Click on Yes when it asks you if you sold any investments.
- Then Select Stocks, Bonds, Mutual Funds and continue ahead.
- 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.
- 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.
March 7, 2022
7:25 PM