KeshaH
Expert Alumni

Retirement tax questions

When I follow the steps:

 

1. Open Form

2. Search for 1099-B

3. Double click 1099-B worksheet

 

I'm unable to click Add Form to create a new 1099-B worksheet unless I enter a name in the blank white field. I see above that you mentioned that you clicked in the white space, but you'll need to actually enter the name of the broker that issued the 1099-B to be able to create the form.

 

 

@loiskarbo