DavidD66
Expert Alumni

Investors & landlords

Instead of entering each of your individual investment sales transactions, you can enter summary totals for each category.   To enter your Category Totals directly in the Forms mode of TurboTax Desktop, you will have to enter on the Form 1099-B Worksheet.  See the screenshot below for an example of how this looks.

 

Form 1099-B Wks Direct Entry

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