DianeW777
Expert Alumni

Investors & landlords

A sale or redemption of stock must be reported on the tax return for the year of the sale.  If your Form 1099-B shows 2020, then you must amend your prior year return to report the sale. If your Form 1099-B is a 2021 tax form then use a date in 2021 as the sale date. You could also use the date various When I walk through the steps, you must select the check beside 'Something other than a date'.

 

If you need to amend your 2020 tax return you can use the link below to get started.  Be sure to read all the information carefully so that TurboTax knows the original and changed figures.

Please update here if you need further assistance.

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