ToddL99
Expert Alumni

Investors & landlords

Report the private sale of stock in the same interview that you would report the sale of publicly-traded stock, the Stocks, Mutual Funds, Bonds and Other interview of Investment Income.

 

Since you did not receive a Form 1099-B, you'll select the "Other" option (see screen below). The interview questions that follow will allow you to enter your proceeds, holding period and cost basis.