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Retirement tax questions

To enter your 1099-B from your, while logged in and working on your account:

  • Click on Search
  • Type “1099-B“ in the Search Window and hit Enter
  • Click on Jump to 1099-B
  • Click on + Add More Sales
  • Answer Yes to: "Did you get a 1099-B or a brokerage statement for these sales?"
  • At this point you have a choice to download your 1099-B or you can click on "I'll type it in myself"
  • Choose whether you wan to import or type in yourself and continue with the interview.

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