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Investors & landlords
You are in the Online version, so I will focus on that.
Go to Wages & Income
Scroll to Investments and Savings
Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
Time to kick off your investments! = Okay
Relax. We got it.= Continue
Let's import your tax info = Enter a different way
Select what you want to post from the 5 boxes.
Select Stocks, Bonds, Mutual Funds = Continue
Enter the bank or brokerage = Continue
Tell us about the sales on your m 1099‑B = Answer questions
First question: Do these sales include any employee stock? This includes ESPP, RSU, RS, NQSO, and ISO.
We strongly suggest entering sales one by one = Enter one by one
Continue through the interview.
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March 21, 2022
5:01 AM