Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 2, 2020 9:56:45 PM

Can Turbo Tax simply understand that although I received a 1099 for funds earned from stock market investment that I did not earn this money for working?

Why can't Turbo Tax software understand that although I received a 1099 for stock market investments that I did not earn the money from working?

1 5 637
5 Replies
Level 15
Mar 3, 2020 4:59:20 AM

It is possible for a full-time investor to be considered self-employed. However, it sounds like you have a problem with your 1099. Did you receive a 1099–B or a 1099–MISC? If you received a 1099B, could you possibly have entered it in the 1099–MISC-section?

Level 15
Mar 3, 2020 6:46:23 AM

There are 20 types of 1099 forms. 1099-MISC, 1099-B, 1099-DIV, 1099-INT, 1099-OID, 1099-R and quite a few more. Which do you have?

Generally, gains from the stock market are not "earned" income and are therefore not reported on a 1099-MISC. But if investing is your primary source of income, it could most certainly be considered earned income; especially if you're a day trader; even part time.

 

Level 1
Mar 3, 2020 10:41:13 AM

How do we get around this? I'm trying to file my 1099-MISC for about $14 of stock royalties and it keeps trying to force me to fill out of a Schedule C or E because TT keeps treating it like a business.

Level 15
Mar 3, 2020 10:43:50 AM

In which box number is the $14 reported?

Level 1
Mar 3, 2020 10:52:09 AM

Box 2. I can't seem to find any info online about what to do in this scenario. I'm wondering if I need to file with a CPA instead.