JamesG1
Expert Alumni

Retirement tax questions

Do you mean Investment Income?  If so, in TurboTax Online, follow these steps to enter an investment transaction on an IRS form 1099-B.

 

  • Down the left side of the screen, click Federal.
  • Down the left side of the screen, click Wages and Income.
  • Scroll down to Investments and Savings.  Click Show more to the right. 
  • Click Start/Revisit to the right of Stocks, mutual funds, bonds, other.
  • At the screen Your investments and savings, click Add investments.
  • At the screen Let's import your tax info, click Enter a different way.
  • Click on Stocks, Bonds, Mutual Funds.  Click Continue.

 

In TurboTax CD/Download, follow these steps:

 

  • In step-by-step mode, across the top of the screen, click Personal.
  • Across the top of the screen, click Personal Income.
  • Select i'll choose what I work on.
  • Scroll down to Investment Income.
  • Select Start / Update to the right of Stocks, Mutual Funds, Bonds, Other.
  • At the screen Did you sell investments in 2022, select Yes.
  • At the screen Did you get a 1099-B, select  Yes.

@mgtd 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"