turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Downloading from my stock broker, box 1e of the 1099’s was not populated into my online version of premier Turbo Tax. Is this a Turbo Tax issue or a broker issue?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
DawnC
Expert Alumni

Downloading from my stock broker, box 1e of the 1099’s was not populated into my online version of premier Turbo Tax. Is this a Turbo Tax issue or a broker issue?

That is a broker-issue.  You will need the cost basis in order to properly calculate any gain or loss on the sale(s).  For some stocks, the broker is not required to report that information and you will need to determine it on your own.  If you use TurboTax Premier or higher, TurboTax will guide you through adjusting your basis.   If any of the sales were for employee stock, you may be able to get the needed information from your employer.  

 

How do I find a stock's cost basis?

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
RMitch1
New Member

Downloading from my stock broker, box 1e of the 1099’s was not populated into my online version of premier Turbo Tax. Is this a Turbo Tax issue or a broker issue?

The information is shown on the brokerage account but it wont download - says there is nothing to download ?  Also, a second account has multiple sub accounts, how do I select the one or two i wish - there is no menu and the same report comes back as shown previously above... 

Downloading from my stock broker, box 1e of the 1099’s was not populated into my online version of premier Turbo Tax. Is this a Turbo Tax issue or a broker issue?

You will  need to contact the broker for these questions.  The broker should have sent you a 1099-B.  If transactions will  not download you can enter them manually.  If there are a lot of transactions, it is usually easier to enter a summary of each type into TurboTax.  

 

Those summary amounts will be on your 1099-B form.  

 

How to Enter 1099-B

@rmitch1

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question