RayW7
Expert Alumni

Investors & landlords

 A 1099-Bit is not required to enter the stock sale and associated capital gains.  Use the instructions in the link below and when asked if you received a 1099-B, answer NO.  

 

Form 1099-B (Proceeds from Broker and Barter Exchange Transactions) reports the sale of stocks, bonds, mutual funds, and other securities.   Here's where you enter or import your 1099-B (even if you did not get one) in TurboTax:

 

  1. Open (continue) your return if it isn't already open.
  2. In TurboTax, search for 1099-B and then select the Jump to link in the search results.
  3. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2020?
    • If you see Here's the info we have for these investment sales, select Add More Sales.
  4. Answer NO to Did you get a 1099-B or brokerage statement for these sales?  Or answer YES if you want to try to import it.
  5. Follow the instructions.

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