ColeenD3
Expert Alumni

Investors & landlords

You can report your trades without a 1099-B.

 

To visit this section of TurboTax:

  1. With your return open, click the Federal Taxes tab 
    or Personal if using Home & Business
  2. Then, Wages & Income
    Desktop users will then need to click I'll choose what I work on
  3. Click Jump to full list or similar verbiage if you see it
  4. Then, scroll down to the "Investment Income" section. 
    Online users may need to click Show more to expand the section
  5. Next to "Stocks, Mutual Funds, Bonds, Other" click Start/Update/Revisit
  6. When asked "Did you get a 1099-B or a brokerage statement for these sales?" select No.
  7. Next, Choose the type of investment you sold, then follow the entry screens