Form 1099-B (Proceeds from Broker and Barter Exchange Transactions) reports the sale of stocks, bonds, mutual funds, and other securities. Here's where you enter or import your 1099-B (even if you did not get one) in TurboTax:
- Open (continue) your return if it isn't already open.
- In TurboTax, search for 1099-B and then select the Jump to link in the search results.
- Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2019?
- If you see Here's the info we have for these investment sales, select Add More Sales.
- Answer NO to Did you get a 1099-B or brokerage statement for these sales? Or answer YES if you want to try to import it.
- Follow the instructions.
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