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Retirement tax questions
To avoid any concerns about 1099-B matching issues when you enter your final cash distribution, you can pick to "Add a Sale" at the bottom of your "Here are all your investment sales" screen. Then select No to the question "Did or will you receive a 1099-B form or brokerage statement for these sales?"
Start with the instructions provided by Community user Lakeisha, or just click the "magnifying glass Search" icon on the top row, enter "1099b" in the search window and press return or enter, and then click on the "Jump to 1099b" link and you will be at the "Here are all your investment sales" screen.
Note that this treatment affords you Schedule D capital gain treatment instead of the ordinary income treatment you would get if entered as "Other Income".
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