rjs
Level 15
Level 15

Retirement tax questions

Enter it as if you did get a 1099-B. On the screen where you enter the details of the sale it asks you to select a "Sales section." Select "Short-term did not receive 1099-B form" or "Long-term did not receive 1099-B form" as appropriate. For the proceeds enter zero and for the basis enter the amount of the loss (as a positive number).