Investors & landlords
To enter the information without a 1099-B:
- In TurboTax, click on Wages and Income
- Scroll down to Investment Income
- Choose Stocks, Mutual Funds, Bonds, Other and select Start or Update
- The first screen will ask if you sold any investments during the year, answer yes
- Did you get a 1099-B or a brokerage statement for these sales? Answer No
- Tell us about the sale, Click I'll enter one sale at a time
- The drop-down boxes can be filled out with the details of the stock sale
Here is an example of what you will see from a short-term sale without a 1099-B:
