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Investors & landlords
If you would like to report the totals from the summary section, you may in TurboTax:
- In the Federal > Wages & Income > Investment Income section of your return, click Start/Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
- Answer Yes and then select stocks. Select Continue and then I'll type it myself
- Enter your brokerage information
- After entering the requested information in Tell us about the sales on your 1099-B, you get to a screen that says Now, choose how to enter your sales. Select Sales section totals.
- For Schedule D, Line 1a transactions, select Short-term basis reported to IRS (covered) and enter the totals
- TurboTax will request that you attach a pdf copy of your 1099-B with your return so that there is a record of the individual transactions
March 13, 2022
5:21 AM