Investors & landlords

You will receive a Form 1099-B from the brokerage firm in late January or early February 2024 for a tax sale that occurred in 2023.

 

To enter an investment sale in TurboTax -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Under Investment Income
On Stocks, Mutual Funds, Bonds, Other, click the start or update button