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After you file
Form 1099-B includes your capital gains and losses from the sale of stocks, bonds, and other securities. It also can include 1099-INT (Interest Income), 1099-DIV (Dividend Income), and sometimes a 1099-MISC (Miscellaneous Income).
For more information on broker transactions, refer to the TurboTax article What is Form 1099-B: Proceeds from Broker Transactions?
Since you've already received your refund, then your return has been processed so you can amend your tax return to include your 1099-B.
For more information and instructions, review the TurboTax articles How to Correct Federal Tax Returns , How to File an Amended Tax Return with the IRS and Video: How to Amend Your Tax Return.
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February 6, 2025
7:28 PM