JamesG1
Expert Alumni

Retirement tax questions

You are using TurboTax Desktop and not TurboTax Online?  You are able to create multiple IRS form 1099-B entries.

 

  1. Within step-by-step, click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
  2. At the screen, Let's finish pulling in your investment income, select Add investments.
  3. At the screen Let Us Enter Your Bank and Brokerage Tax Documents, select Skip Import.
  4. At the screen OK, let's start with one investment type, select the investment type.

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