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Retirement tax questions
Both forms are actually entered in the same section. However, form 1099-B has its own entry, while form 1099-S entry depends on what sale it reports.
Form 1099-B data entry:
- Federal Taxes
- Wages & Income
- Scroll down to Investment Income
- Select Stocks, Mutual Funds, Bonds, Other - Answer YES to the 1099-B question and follow the prompts
Form 1099-S has similar entry, but you would have select the category for the sale.
- Federal Taxes
- Wages & Income
- Scroll down to Investment Income
- Select Stocks, Mutual Funds, Bonds, Other - Answer NO to the 1099-B question and follow the prompts; you would have to select the category for your sale... for example, 2nd home... everything else, etc.
Note: you will be asked to upgrade to Premier TurboTax.
‎June 7, 2019
3:42 PM