JamesG1
Expert Alumni

Investors & landlords

To enter the form manually In TurboTax Premium 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 Yes.
  10. Do you have more than three sales, enter No.
  11. On the screen Now, choose how to enter your sales, select One by One.  Select Continue.
  12. At the screen Look for your sales on your 1099-B, select Continue.
  13. Enter the IRS form 1099-B information.
  14. Select Add another sale to add another transaction.
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