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Retirement tax questions
This represents a sale of investment. This can be added to your tax return by using the following steps and information.
- Use the Search (upper right) > type 1099b > Use the Jump to... link to begin > Scroll to the bottom of the page and select 'Add Investment'
- Continue to the screen that asks how you want to enter and select 'Enter a different way' (if you don't want to import)
- Select the appropriate box based on what sale you want to enter (1099-B, Other, etc)
- Follow the screens to complete your additional sale(s)
- See the images below.
For TurboTax Desktop - follow step 1, then click 'I'll type it myself'
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March 22, 2023
1:46 PM