AnnetteB
Intuit Alumni

Retirement tax questions

The type of transaction you described would be reported on Schedule D.  To go to the section of your return to enter the information from your Form 1099-B, use these steps:

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)

  • This opens a box where you can type in “schedule d” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)

  • The search results will give you an option to “Jump to schedule d

  • Click on the blue “Jump to schedule d” link

  • Follow the on screen questions regarding having a Form 1099-B and enter your information