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jon2
New Member

1099-B combines stock options and series B investment. Can I break it up and enter these as separate entries in TurboTax?

 
1 Best answer

Accepted Solutions
MichaelL1
Level 15

1099-B combines stock options and series B investment. Can I break it up and enter these as separate entries in TurboTax?

Yes, just do not do the import and enter each of them yourself.

To enter your Investments sold

Click on Federal Taxes

Click on Wages and Income

Click on I'll choose what I work on

Scroll down to Investments

On Stocks, Bonds, Other, click the start or update button

View solution in original post

3 Replies
MichaelL1
Level 15

1099-B combines stock options and series B investment. Can I break it up and enter these as separate entries in TurboTax?

Yes, just do not do the import and enter each of them yourself.

To enter your Investments sold

Click on Federal Taxes

Click on Wages and Income

Click on I'll choose what I work on

Scroll down to Investments

On Stocks, Bonds, Other, click the start or update button

View solution in original post

jon2
New Member

1099-B combines stock options and series B investment. Can I break it up and enter these as separate entries in TurboTax?

Ok so I break up the number of shares between series B and the common from the stock options? The form has the total number
MichaelL1
Level 15

1099-B combines stock options and series B investment. Can I break it up and enter these as separate entries in TurboTax?

Yes, as long as you have the total proceeds reported on the return from that 1099B IRS is good with it.
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