Investors & landlords

MarilynG1 · ‎March 31, 2023

If you didn't receive a 1099-B, in the Investments section under Wages & Income, in TurboTax Online, choose 'Stocks' and continue as if you had a 1099-B.

Choose 'short-term' or 'long-term, did not receive 1099-B' whichever applies, under 'Sales Section' and 'Options' under 'type of investment'.

Save documentation for the Cost Basis/Sales Proceeds amounts you enter.

Here's more info on Investment Sales without 1099-B.

@mxh101

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