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Investors & landlords
In TurboTax Premier Online, you may be able to enter the IRS form 1099-B by manually entering the form or entering the form using summary information.
To enter the form manually In TurboTax Premium Online, follow these steps:
- Down the left side of the screen, click Federal.
- Down the left side of the screen, click Wages & Income.
- Click the down arrow to the right of Investments and Savings.
- Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
- Click Add investments.
- On the Let's import your tax info screen, select Enter a different way.
- On the OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue.
- At the screen Which bank or brokerage, enter the information. Click Continue.
- Do these sales include any employee stock, enter No.
- Do you have more than three sales, enter Yes.
- Do these sales include any other types of investments, enter No.
- Did you buy every investment listed, enter Yes. Continue.
- On the screen Now, choose how to enter your sales, select One by One or select Sales section totals.
If you enter Sales section totals, create a .PDF of the IRS form 1099-B to upload into TurboTax Online.
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March 10, 2025
3:50 PM