DawnC
Expert Alumni

Investors & landlords

You don't need a 1099-B to report investment losses.   Capital gains, losses, and 1099-B forms are all entered in the same place:

 

  1. Open or continue your return.
  2. Navigate to the investment sales section:
    • TurboTax Online/Mobile: Go to investment sales.
    • TurboTax Desktop: Search for investment sales and then select the Jump to link.
  3. Answer Yes to the question Did you have investment income in 2024?
    • If you land on the Your investments and savings screen, select Add investments.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"