PattiF
Expert Alumni

Investors & landlords

In order to enter the information in Box 9 of the 1099-DIV which has information on a complete cash liquidation distribution without a 1099-B, you need to take the following steps:

 

  • In Personal Income  Go to Investment Income
  • Click on Stocks, Mutual Funds, Bonds, Other
  • Then Add More Sales
  • Did you get a 1099-B or a brokerage statement for these sales?
  • Enter No
  • Then I'll enter one sale at a time under Tell us about this sale
  • Now enter the 'sale' of the liquidated investment using the box 9 amount as the proceeds received for the sale.
  • You will have to enter your basis in the investment
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