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Retirement tax questions
You can enter your form 1099-B by following these steps:
- In TurboTax, open your tax return
- Click on Federal in the left-hand column, then on Wages & Income on top of the screen
- Scroll down to locate the section Investment Income and click on Show more
- Click Start next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other
- When entering your form 1099-B, on the entry screen, check the box I have more info to enter that I don’t see here and more boxes will appear so you can enter the taxes withheld.
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March 1, 2023
11:50 AM