Retirement tax questions

Use your 1099-B, Proceeds From Broker and Barter Exchange Transactions to report and enter your brokerage transactions.  Some firms include an annual consolidated statement that may detail other investment related expenses that occurred during the year and are deductible (advisory fees, margin interest, accrued interest, etc).  If this is the document you received in January, then review it to see if there are expenses you can deduct.  TurboTax will walk you through it!

See this TurboTax article Tax Tips for Investors for more information.