AmyC
Expert Alumni

Investors & landlords

Congress has allowed a later date for these firms versus employers and the Jan 31 w2 date. The companies are expected to send it by Feb 15 and the post office has 2 weeks to deliver it. You may find it online sooner. Once you have the form, you can  manually type in a summary. You can enter 4 lines and cover the entire form.

Enter the totals for each:

  • short term covered
  • short term non-covered
  • long term covered
  • long term non-covered

When you enter summary data only,  you are required to send a copy of your 1099B to the IRS. Once you submit your electronic copy, TurboTax prints out a cover letter and instructions on where to send a copy of your 1099B.

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