rjs
Level 15
Level 15

Investors & landlords

The statement from TD Ameritrade is a substitute for Form 1099-B. See the FAQ at the link below for instructions to enter it. You have to enter each category separately: short-term covered (box A), long-term covered (box D), and long-term noncovered (box E). If there are a small number of sales, enter each sale separately. If there are a large number of sales, you can enter a summary for each category, but you still have to enter each category separately. Just follow the instructions on the TurboTax screens. There is a drop-down list to select the category. TurboTax will fill out Form 8949 for you and include it in your tax return.


Where do I enter a 1099-B?