AnnetteB6
Expert Alumni

Retirement tax questions

You can still go through the Wages and Income > Investment Sales > Stocks, Cryptocurrency, Mutual Funds, Bonds, Other section of your return to enter the sale of an investment without actually having a Form 1099-B in hand.  You will just need to know the information about basis, proceeds, purchase date, and sale date as if it had been reported on Form 1099-B.

 

As you start going through that section, you can enter the payee shown on the Form 1099-DIV as the payee for Form 1099-B and continue moving forward, telling the program that you do not want to import the information.  

 

The following TurboTax help article may give you some further guidance:  

 

Where do I enter or import a 1099-B?

 

@Dean68 

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