ThomasM125
Expert Alumni

Retirement tax questions

You can enter your investment sales reported on form 1099-B in TurboTax as follows:

 

1. Find the Income and Expenses menu option in TurboTax and click on it

2. Look for Investment Income and use the show more option to expand the list and choose Stocks, Mutual Funds, Bonds, Other

3. Indicate that you got a form 1099-B

4. Enter the information requested about the date you purchased/sold the investment and the proceeds and cost information

 

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