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Investors & landlords
I'm using TurboTax Premier 2020 on my Macbook.
The different steps I go through are the following:
1. I go to "Your Income"
2. I select "Stocks, Mutual Funds, Bonds, Other"
3. I select "Stocks, Mutual Funds, Bonds"
4. "Get ready to be impressed" page pops up to import the form directly from my brokerage account, which I skip as my brokerage account is not supported as it's foreign
5. "Let's import your tax info"page pops up; I select "I'll type it myself"
6. "Tell us about your 1099-B sales for this brokerage account"pops up
7. "Since you have more than a few brokerage sales, we recommend entering sales section totals" pops up ; I select "Enter sales section totals"
8. On the actual form, I select either "short long term did not receive 1099-B form" or "short long term did not receive 1099-B form"
9. "Now we'll help you upload your 1099-B since the IRS requires a copy"; I can't say anywhere I did not receive one
Basically, when I select either "short/ long term did not receive 1099-B form", Turbotax doesn't interpret it as such and asks me for my 1099-B.
Any recommendations?
Thanks!
March 4, 2021
12:40 AM