JohnB5677
Expert Alumni

Investors & landlords

You are in the Online version, so I will focus on that.

 

Go to Wages & Income

  1. Scroll to Investments and Savings

  2. Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)

  3. Time to kick off your investments! = Okay

  4. Relax. We got it.= Continue

  5. Let's import your tax info = Enter a different way

  6. Select what you want to post from the 5 boxes.

  7. Select Stocks, Bonds, Mutual Funds = Continue

  8. Enter the bank or brokerage = Continue

  9. Tell us about the sales on your m 1099‑B = Answer questions

  10. First question: Do these sales include any employee stock?  This includes ESPP, RSU, RS, NQSO, and ISO.

  11. We strongly suggest entering sales one by one = Enter one by one

  12. Continue through the interview.

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