SabrinaD2
Expert Alumni

Retirement tax questions

Sounds like you are trying to enter a 1099-B in TurboTax Deluxe Desktop:  Try these steps:

 

Here's where you enter or import your 1099-B in TurboTax:

  1. Open or continue your return.
  2. Navigate to the 1099-B section:
    • TurboTax Desktop: Search for 1099-B and select the Jump to link.
  3. Follow the onscreen instructions. When you reach Let's import your tax info, choose how you want to enter your 1099-B:
    • To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form.
    • If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen.
  4. On the following screens, answer the questions about your 1099-B. When you reach the Review your sales screen, the form you just entered should be listed.
  5. If you need to add another 1099-B, select Add investments. Otherwise, select Continue.

Reach back out if this does not work and provide the language of the error message.