AmyC
Expert Alumni

Retirement tax questions

Technical was working on it and I thought it was fixed. 

Another option, type in 4 lines manually. Each line is the total for that type of transaction. 

Enter the totals for each:

  • short term covered
  • short term non-covered
  • long term covered
  • long term non-covered

 

If you decide to enter summary data only,  you are required to send a copy of your 1099B to the IRS. Once you submit your electronic copy, TurboTax prints out a cover letter and instructions on where to send a copy of your 1099B.

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