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Retirement tax questions
Please see this answer from JohnB5677:
There is not a specific place to post a 1099-LS. However, to take advantage of the premium payments we will post it to Investment.
- INCOME
- I'll choose what I work on
- Scroll down to Investment income
- Select Stocks, Bonds etc...
- No you did not get a 1099-B
- Type of investment you sold Everything Else
- Description is 1099-LS Life Ins., Amount and Date
- It may ask for the date a second time
- You Purchased the property
- Now you can post cost basis and date
It would appear you don't do anything with 1099-SB. Please see this LINK for more information.
Also see the lack of instructions on the back of the form. 1099-SB
March 3, 2020
7:57 AM