This is entered in the Investment section.
Form 1099-B (Proceeds from Broker and Barter Exchange Transactions) reports the sale of stocks, bonds, mutual funds, and other securities.
Here's where you enter or import your 1099-B in TurboTax:
- Open (or continue) your return if it isn't already open
- Select the magnifying glass, search for 1099-B and then select the Jump to link in the search results
- Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2021?
- If you see Your investment sales summary, select Add More Sales
- On the OK, let's start with one investment type screen, select the category that applies to your situation and Continue
- Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
- At Let's get your tax info, choose how you want to enter your 1099-B (import or type it in yourself)
- Answer the questions about your 1099-B
Form 1099-B is included in TurboTax Premier, TurboTax Live Premier, Self-Employed, and TurboTax Live Self-Employed (online) and in all personal CD/Download versions of TurboTax.
