RaifH
Expert Alumni

Investors & landlords

If you would like to report the totals from the summary section, you may in TurboTax:

  1. In the Federal > Wages & Income > Investment Income section of your return, click Start/Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
  2. Answer Yes and then select stocks. Select Continue and then I'll type it myself
  3. Enter your brokerage information
  4. 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.
  5. For Schedule D, Line 1a transactions, select Short-term basis reported to IRS (covered) and enter the totals
  6. 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