Investors & landlords

You would enter the sold shares as if you had a 1099-B form. You'll be able to select "did not receive 1099-B form".

Here are the steps to enter your investment sale: 

1. Sign into your TurboTax account.
2. Select Pick up where you left off. 
3. Select Federal from the left side menu, then Wages & Income.
4. On the Wages and income screen, scroll down to Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) and Edit/Add. 
5. Continue with the onscreen interview and select Okay! on the screen Time to kick off your investments! OR Yes on the screen Did you sell any of these investments? then Continue
   • If you see Your investments and savings or Your investment sales summary, select Add investments or Add more sales
6. When you reach Let's import your tax info screen, select Enter a different way.
7. On the OK, let's start with one investment type screen,  select Stocks, Bonds, Mutual funds and Continue.
8.  On the Which bank or brokerage is on your 1099-B? screen, enter the information and Continue.
9. On the Tell us about the sales on your XXX 1099-B screen, answer No to the first three questions. On the Did you buy every investment listed on your 1099-B? question, answer Yes (if you did buy it) and Continue.
10. When you reach the Now, enter one sale on your XXX 1099-B screen, enter the information. In the Sales section box, you'll be able to select Short-term did not receive 1099-B form or Long-term did not receive 1099-B form.
11. Continue entering the sale of your stock. 

Your total capital gains for the year minus your total capital losses result in a net gain or a net loss.

• You can deduct a net loss of up to $3,000 ($1,500 if married filing separately). Any capital loss you couldn't deduct this year can be carried forward and deducted on future tax returns as a capital loss carryover.