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Retirement tax questions
I believe you are talking about the boxes 1f to box 16 on the screen where you enter your Form 1099-B information. You are correct, there is no box 3 that you seem to have on your Form 1099-B.
The IRS standard Form 1099-B does have a box 3 but it is for indicating the investment sale involved collectibles or qualified opportunity funds, neither of which you are referring to apparently. So, you have a non-standard Form 1099-B for which you will to have ask the issuer to help you determine what is being reported in box 3 on that form. Once you identify what is being reported, revisit the Form 1099-B entry screen in TurboTax and search for a question or entry where you can enter that information as required.
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‎February 21, 2025
6:12 AM