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Investors & landlords
I think that you are saying that you have access to an IRS form 1099-B but cannot locate how to update TurboTax Online Premium with your 1099-B information.
If so, In TurboTax Online Premium, access IRS form 1099-B information as follows:
- Under Wages & Income, scroll down to Investments and Savings.
- Click the down arrow and click Start/Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Other.
- At the screen Let's finish pulling in your investment income, click on Add investments.
- At the screen Let's import your tax info, select the name of your 1099-B provider, OR
- Click Enter a different way to view other options for accessing your IRS form 1099-B.
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‎February 11, 2024
7:48 AM