MinhT1
Expert Alumni

Retirement tax questions

You can enter your form 1099-B by following these steps:

 

  1. In TurboTax Online, open your tax return
  2. Click on Federal in the left-hand column, then on Wages & Income
  3. Scroll down to locate the section Investment Income and click on the arrow on the right
  4. Click Start next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other​​​​​​​
  5. When entering your form 1099-B, on the entry screen, if needed, check the box  I have more info to enter that I don’t see here and more boxes will appear so you can enter the taxes withheld.
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