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Retirement tax questions
Regarding what a 1099-B is - A broker or barter exchange must file a 1099-B for each person:
- For whom, they sold stocks, commodities, regulated futures contracts, foreign currency contracts, forward contracts, debt instruments, options, securities futures contracts, etc., for cash,
- Who received cash, stock, or other property from a corporation that the broker knows or has reason to know has had its stock acquired in an acquisition of control or had a substantial change in capital structure reportable on Form 8806, or
- Who exchanged property or services through a barter exchange.
You can type 1099-B into the search bar in TurboTax and the program will provide a jump link you can click and be taken directly to the input screen for 1099-B.
‎June 4, 2019
12:09 PM