Retirement tax questions

To enter withholding from your Form 1099-B:

  1. Enter form 1099-b in the TurboTax search box
  2. Select Jump to form 1099-b
  3. Scroll down the Your investments and savings page until you reach the relevant Form 1099-B, then select the dropdown to the right
  4. Select Edit at the bottom of the 1099-B data
  5. Select the pencil (Edit) to the right of the 1099-B
  6. 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
  7. Fields will generate below, allowing you to enter more information, including withholding
  8. Complete all relevant information on the screen, and select Continue

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