rjs
Level 15
Level 15

Business & farm

In the Search box, type "sale of stock" (without the quotes), then click the link that says "Jump to sale of stock."


If you have not entered any other investment sales, you will get a screen that asks "Did you sell any investments in 2019?" Click Yes. The next screen will ask whether you got a 1099-B. Click No.


If you have already entered other investment sales, you will get a screen that says "Here's the investment sales info we have so far." Below the list of sales, click the button that says "Add More Sales." The next screen will ask whether you got a 1099-B. Click No.


When you tell TurboTax that you did not get a 1099-B, it will not ask for the name of the financial institution.