Investors & landlords

You have established the amount of the loss after the bankruptcy proceedings have been completed.  You are not receiving an IRS form 1099-B and may enter the transactions on a summary basis or on a One by One basis.

I am able to report the transaction reporting 'Various' dates acquired and reported as (F) Long-term transactions not reported to you on Form 1099-B.

I would report the disposal fee as a sales expense not reported on form 1099-B.

You may enter the summary information instead of each individual transaction.  Create a .PDF of the IRS form 8949 to upload into TurboTax Online.  Follow these steps.       

1. Down the left side of the screen, click Federal.
2. Down the left side of the screen, click Wages & Income.
3. Click the down arrow to the right of Investments and Savings.
4. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
5. Click Add investments.
6. On the Let's import your tax info screen, select Enter a different way.
7. On the OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue.
8. At the screen Which bank or brokerage, enter the information.  Click Continue.
9. Do these sales include any employee stock, enter No.
10. Do you have more than three sales, enter Yes.
11. Do these sales include any other types of investments, enter No.
12. Did you buy every investment listed, enter Yes.  Continue.
13. On the screen Now, choose how to enter your sales, select One by One.  Select Continue.
14. At the screen Look for your sales on your 1099-B, click Continue.
15. You will now be able to enter the transaction information.  When finished, select Continue.
16. At the screen Let us know if any of these situations apply to this sale, you may select This was a worthless security.
17. You will also be able to report the disposal fee as a sales expense not reported on Form 1099-B.
18. When completed, close the record and click Continue.