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Retirement tax questions
Here's how to enter a 1099-B:
- Sign in to TurboTax and open or continue your return.
- Search for 1099-B and select the Jump to link in the search results.
- Follow the screens and you’ll be able to make entries.
Regarding the 1099-D, are you referring to a 1099-DIV? If so, to enter this in TurboTax Online:
- Open or continue your return.
- Search for 1099-DIV and select the Jump to link in your search results.
- Answer Yes to Did you receive any dividend income?
- Choose your bank or brokerage from the list to import your 1099-DIV and select Continue or manually enter your 1099-DIV by selecting I'll type it in myself.
- Follow the on-screen instructions to enter your 1099-DIV.
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March 3, 2020
4:39 PM
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