Yes, TurboTax will lead you to the upgrade when necessary and stock sales require TurboTax Premium.
- Open or continue your return, if you haven't already.
- Select Search, enter 1099-B, and select Jump to 1099-B.
- You can also go to Federal, then Wages & Income, then Investments and Savings.
- Select Start or Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
- Select Okay! on the screen Time to kick off your investments! OR Yes on the screen Did you sell any of these investments? then Continue.
- If you see Your investments and savings or Your investment sales summary, select Add investments or Add more sales.
- For more information click this link: Where do I enter my 1099-B?
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