Investors & landlords
In TurboTax Online Premium, enter an investment sale without a 1099-B form by following these steps:
- Click on Federal down the left side of the screen.
- Click on Wages & Income down the left side of the screen.
- Scroll down to Investments and Savings and click the down arrow to the right.
- Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
- You may have to click Add investments.
- At the screen Let's import your tax info, click Enter a different way.
- Click on Stock, Bonds, Mutual funds. Click Continue.
- At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue.
- Do these sales include any employee stock, click No.
- Do you have more than three sales on your 1099-B, click No.
- Do these sales include any other types of investments, click No.
- Did you buy every investment listed on your 1099-B, click Yes. Click Continue.
- At the screen Now, choose how to enter your sales, select One by one. Click Continue.
- At the screen Look for your sales on your 1099-B, click Continue.
- At the screen Now enter one sale, enter information.
- Under Sales section title, select Short term did not receive 1099-B form (code C) or Long term did not receive 1099-B form (code F).
- Click Continue.
- Repeat as necessary by clicking Add another sales total. Click Continue.
