GiseleD
Expert Alumni

Retirement tax questions

Here's how to enter a 1099-B:

  1. Sign in to TurboTax and open or continue your return. 
  2. Search for 1099-B and select the Jump to link in the search results.
  3. 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:

  1. Open or continue your return.
  2. Search for 1099-DIV and select the Jump to link in your search results.
  3. Answer Yes to Did you receive any dividend income?
  4. 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.
  5. Follow the on-screen instructions to enter your 1099-DIV.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"