1099-B

[flacitoles]

I logged into my account and typed 1099-B in the search box, but instead of jumping to the section to enter information, it opens a new window for information about 1099-B. Am I doing something wrong?!

[mesquitebean]

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@ flacitoles wrote:

I logged into my account and typed 1099-B in the search box, but instead of jumping to the section to enter information, it opens a new window for information about 1099-B. Am I doing something wrong?!

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You appear to be using Online TurboTax.

"am I doing something wrong"

Probably, but I'll show you a screenshot and also provide another way to get there.   Are you sure your return interview was open before you used the search icon?    Open the return interview, then see the screenshot below.  You'll know your return is open if you see all of the menu items in the left column, such as My Info, Federal, State, Review, Tax Tools, etc.   After entering the search term be sure to use the second magnifying glass icon as shown in the screen shot.

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Or here's an alternative shortcut that doesn't use that "jump to" method:

• Open your return, and in the left menu column click on TAX TOOLS then TOOLS.
• In the Tools window click the blue button TOPIC SEARCH.
• In the topic line enter 1099-B without quotes.
• Make the selection in the list and click GO.

[flacitoles]

Hi mesquitebean,

Thank you very much for your help.

Method number one does not work. On my computer, there is no magnifying glass icon in the screen shot location that you numbered with a 1.

Method number two works, but the program goes to “Your investments and savings”. I completed that section without finding a location for entering info from 1099-B.

Other things are also not functioning, as I would expect them to according to experience with TurboTax. For example, some underlined or highlighted text that reads, “learn more”, are not functioning.

I wonder if functionality is affected by: 1) the age of my computer, and 2) the operating system: 1) mid 2012, and 2) MacOS High Sierra 10.13.6.

Yesterday, I tried to contact TurboTax. The program stated that they would call me in five minuets, but they never did. I tried to contact TurboTax again today. The program again stated that they would call me in five minuets, but that was at least two hours ago.

Thank you.

[mesquitebean · Accepted solution]

@ flacitoles 

The problem with some "learn more" links not working is a known issue for everyone.   Since you're using Online TurboTax with a browser, I wouldn't think the age of your Mac would matter as long as you have a relatively recent browser.

When you used the second search method I outlined above, it sounds like you got almost to the correct location but didn't go far enough.   Here's how to manually get there without using either search tool. 

• In the left menu column, click on the Federal tab
• At the top of the next screen click on Wages & Income
• The next screen shows your income item topics.   Scroll down the page to the category Investments and Savings, and click on  Start or Revisit or Review depending on your situation.
• The next screen can vary, depending on whether you have entered anything in that topic previously like a 1099-INT or 1099-DIV, etc.  If you have entered things there previously, the screen should be called "Investments and Savings".  If so, scroll down that page below the displayed items and find a box that says Add Investments.  Click that.
  If you have not entered any 1099-INT/1099-DIV/1099-B previously, that screen may instead say "Time to kick off your investments!"  If it says that, click the blue button Okay!.
  
• The next screen in either case will probably say "Relax. We got it."  Click CONTINUE to proceed.
• On a screen that says "Let's import your tax info", that is only for importing.  You do not have to enter anything in that search line unless you want to import the 1099-B from your financial institution, which you can do only if the financial institution participates with TurboTax.
  If you don't want to import the information and want to enter your 1099-B manually, you can scroll way down that screen to the bottom right corner and click on ENTER A DIFFERENT WAY.
• Next screen: "OK, let's start with one investment type" and shows 4-5 large boxes. Click on the box for Stocks, Bonds, Mutual Funds.    (see screen image below)
  The box will then highlight.  Then scroll down and click the Continue button in the bottom right corner of that screen.

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• The next screen will ask "Which bank or brokerage sent you a 1099-B for these sales?" and will have boxes for you to start entering the 1099-B info. 
• Then continue answering the following screens to enter the 1099-B info.

[flacitoles]

I entered the 1099-B successfully!

Thank you very much for your help.

[mesquitebean]

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@flacitoles wrote:

I entered the 1099-B successfully!

Thank you very much for your help.

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Great news!   You're welcome.  Good luck.