MinhT1
Expert Alumni

Retirement tax questions

You can enter your form 1099-B by following these steps:

  1. In TurboTax, open your tax return
  2. Click on Federal in the left-hand column, then on Wages & Income on top of the screen
  3. Scroll down to locate the section Investment Income and click on Show more
  4. Click Start next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other​​​​​​​
  5. 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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