Investors & landlords

Are you able to generate sales transactions in IRS form 1099-B or IRS form 8949 format?  If so, you may be able enter IRS form 1099-B transactions either on a One by one basis or by entering summary information instead of individual transactions.

Enter summary information and report in TurboTax Premium Online.  Create a .PDF of the IRS form 1099-B or IRS form 8949 and 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, you may select Sales section totals.  or you may select One by one.
14. Select Continue.