Here are instructions to upload the 1099-B:
Go to Wages & Income
- Scroll to Investments
- Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
- Answer Yes to "Did you sell any Investments? Answer "Yes" to "Did you get a 1099-B or brokerage statement?"
- When you reach Let's import your tax info, choose how you want to enter your 1099-B:
- To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form
- If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen
- On the following screens, answer the questions about your 1099-B
- When you reach the Review your sales screen, the form you just entered should be listed
- If you need to add another 1099-B, select Add another sale. Otherwise, Continue
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