ThomasM125
Expert Alumni

Investors & landlords

You can enter your trades in TurboTax even if you don't have a form 1099-B by using the following menu tabs:

  1. Income and expenses
  2. Investment Income
  3. Stocks, Mutual Funds, Bonds, Other

Indicate that you don't have a 1099-B or a brokerage statement for these sales. Then choose the I'll enter a summary for each sales category option. Then enter the proceeds, cost basis and indicate the holding period as Short Term or Long Term.

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