If the provider is no longer available, you may elect to enter IRS form 1099-B information manually.
In TurboTax Desktop Premier, an IRS form 1099-B entry may be entered by following these step...
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If the provider is no longer available, you may elect to enter IRS form 1099-B information manually.
In TurboTax Desktop Premier, an IRS form 1099-B entry may be entered by following these steps:
Across the top of the screen, click Federal Taxes.
Across the top of the screen, click Wages & Income.
Click I'll choose what I work on.
Scroll down to Investments and Savings and click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
At the screen Let's finish pulling in your investment income, click Add investments.
At the screen Let Us Enter Your Bank and Brokerage Tax Documents, click Skip import.
At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds. Continue.
At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue.
Do these sales include any employee stock, click No.
Do you have more than three sales on your 1099-B, click No.
Do these sales include any other types of investments, click No.
Did you buy every investment listed on your 1099-B, click Yes. Click Continue.
At the screen Now, choose how to enter your sales, select One by one. Click Continue.
At the screen Look for your sales on your 1099-B, click Continue.
At the screen Now enter one sale on your XXX 1099-B, enter sales information. Click Continue.
At the screen Let us know if any of these situations apply to this sale, report as necessary.
At the screen Review your XXXX sale, repeat as necessary by clicking Add another sale. Click Continue.
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