DianeW777
Expert Alumni

Retirement tax questions

This represents a sale of investment.  This can be added to your tax return by using the following steps and information.

 

  1. 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'
  2. Continue to the screen that asks how you want to enter and select 'Enter a different way' (if you don't want to import) 
  3. Select the appropriate box based on what sale you want to enter (1099-B, Other, etc)
  4. Follow the screens to complete your additional sale(s)
  5. See the images below.

For TurboTax Desktop - follow step 1, then click 'I'll type it myself'

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