Deductions & credits

If you don't have a 1099B, you are unable to upload. you will need to enter the information manually. Here is how to report.

1. Once you are in your tax return, click on the “Federal Taxes” tab ("Personal" tab in TurboTax Home & Business)
2. Next click on “Wages & Income” ("Personal Income" in TurboTax Home & Business)
3. Next click on “I’ll choose what I work on” (jump to full list)
4. Scroll down the screen until to come to the section “Investment Income”
5. Choose “Stocks, Mutual Funds, Bonds, Other” and select “start’ or “update” is you have already worked on this section.
6. The first screen will ask if you sold any investments during the current tax year. Answer “yes” to this question)
7. Since you did not receive a 1099-B, answer “no” to the 1099-B question
8. Choose type of investment you sold - Here you will pick the closest classification that matches the entries in the drop-down.
9. Finish the section reporting the details of your sale. 

If reporting in Turbo Tax online, you will need to report in this manner.

1. Once you begin entering information in this section, it will ask you to import your information. Say that you will enter this a different way.
2. Now instead of selecting stocks and bonds, select other.
3. Next screen enter the broker information.
4. Next you can indicate this is a stock sale and then proceed through the rest of the interview. You will need to report this in this manner since you haven't received a 1099B.

[Edited 02/17/25|2:54 pm PST]