JotikaT2
Employee Tax Expert

After you file

It depends.

 

Typically, you do not need an EIN number for an investment.  

 

The input does have the option of entering an account number under the 1099-B sales information.  

 

You can enter this information as follows in the federal interview section.

  1. Select Income & Expenses 
  2. Scroll down through all income until you see Investment income 
  3. Select Stocks, Mutual Funds, Bonds, Other 
  4. Select Edit to the right of the applicable sale as listed under the section titled Your investment sales summary
  5. You will be able to edit your entries once you select the stock you need to correct

 

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