JulieS
Expert Alumni

Retirement tax questions

If you have a Form 1099-B, you need to file in the section called Stocks, Mutual funds, Bonds, Other.

 

This how to report your 1099-B information:

  1. Select Federal from the left side menu.
  2. Select Wages and Income toward the top left.
  3. Scroll down/ expand the list and look for Investment Income.
  4. Find Stocks, Mutual Funds, Bonds, Other and click on Start or Update to the right. 
  5. On the screen titled,  Did you get a 1099-B or brokerage statement for these sales? answer Yes.
  6. At this point you can import, upload  or enter manually your 1099-B.
  7. Keep going until you complete the section. 

You may also have 1099-DIV or 1099-INT information. Those are both enter in the Interest and Dividends section. 

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