Coleen3
Intuit Alumni

Investors & landlords

If you filed with TurboTax in 2017, the capital loss should have carried over automatically. If not, you can enter it manually. You enter stock sales according to the steps below. The program will calculate gains and losses for 2018.

Here's where you enter or import your 1099-B in TurboTax:

  1. Open (continue) your return if it's not already open.
  2. In TurboTax, search for "1099-B" or "1099B" (lower-case also works) and then select the "Jump to" link in the search results.
  3. Answer Yes to Did you sell any investments in 2018?

 

  • If you see Here's the investment sales info we have so far, select Add More Sales.
  • If you're in Free Edition or Online Deluxe, follow the instructions to upgrade to Premier.

  1. Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
  2. At Choose your bank or brokerage or Let Us Enter Your Investment Sale Info, choose how you want to enter your 1099-B (import or type it in yourself).
  3. Follow the onscreen instructions.

Capital Loss Carryover

Search for capital loss carryover, and then click the "Jump to" link in the search results.

We'll take you to the screen where you can enter that info from your prior year return.