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Retirement tax questions
To enter withholding from your Form 1099-B:
- Enter form 1099-b in the TurboTax search box
- Select Jump to form 1099-b
- Scroll down the Your investments and savings page until you reach the relevant Form 1099-B, then select the dropdown to the right
- Select Edit at the bottom of the 1099-B data
- Select the pencil (Edit) to the right of the 1099-B
- Scroll down the Now, enter one sale on your XXXX 1099‑B page until you see I have other boxes on my 1099-B to enter, and select the check box next to it
- Fields will generate below, allowing you to enter more information, including withholding
- Complete all relevant information on the screen, and select Continue
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April 13, 2022
11:59 AM