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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:
- Open or continue your return.
- Navigate to the 1099-B section:
- TurboTax Desktop: Search for 1099-B and select the Jump to link.
- 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.
- 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.
- 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.
March 29, 2025
5:51 PM