AamilD
Expert Alumni

Investors & landlords

You can enter the 1099B manually if the import feature is not working. Please see the steps below on how to manually enter the information.

  1. Click on Tax Home from the Left Side Menu.
  2. Click on Income & Expenses from the main screen.
  3. Scroll down to the section titled "Investments and Savings".
  4. Within this section, click on the start button next to 1099-B.
  5. Answer the relevant questions and you should see a page with the title "Let's import your tax info". On this page, scroll down and you should see an option for "Enter a different way". Click on that.
  6. Next Click on Stocks, Bonds, Mutual Funds and answer the questions accordingly.