sogogoko
New Member

Deductions & credits

Thanks for the response. First, please note that I did not receive a 1099-B for this transaction, which was the sale of restricted common stock to the private company that issued it. I saw this post earlier and was hoping for another solution, as when I "Jump to 1099-B" I am not offerred the opportunity to click "edit", rather the screen is "OK, what type of investments did you sell?" and I can click one of two options "Stocks, Bonds, Mutual Funds" (covering 1099-Bs) or "Other". When I click the "Stocks, Bonds, Mutual Funds" icon and click continue, it tries to import my tax info, which is not available for import, so I click "I'll type it in myself". Thereafter I am asked for the bank or brokerage name and account number (optional), so I just click continue, which ultimately takes me to the "Now, we'll enter one sale on your 1099-B" screen, with no option to identify this transaction as one with "special situations". 

 

Any additional thoughts?

 

Best,

Steve