DavidD66
Expert Alumni

Investors & landlords

To add additional investment sales not reported on a Form 1099, you need to return to the Investment Income section of the program.  You can get there by clicking on the Search window in the upper right hand corner of your screen, then:

 

  • Type in "1099-b" and hit return/enter (It's ok if you don't have a 1099)
  • Select "Jump to 1099-b"
  • Click on "Add more sales"
  • Select the box with "Stocks, Bonds, Mutual Funds" and the click on Continue
  • "Skip Import"
  • Start entering information for the investment transactions you want to report. The program will guide you through.
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