LeonardS
Expert Alumni

Investors & landlords

Did you import the 1099-B from your brokerage account?  If you did the cost basis may not have transferred.  You can check Form 1099-B and manually enter the cost basis following these steps.

 

  •  With TurboTax open enter form 1099b  in the search box.
  • Then select Jump to  1099-B in the results window.
  • Any Form 1099-B imported will show up on the next page Here are all your investment sales
  • If your 1099-B is listed select edit to add your cost basis
  • If your 1099-B is not listed follow the prompts to enter your Form 1099-B sale information.
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