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New Member
posted Feb 19, 2025 2:45:29 PM

How can I input share sales if I don't have a 1099-B from the stockbroker website (shareworks), but I have the CSV report detailing the cost basis and loss/gain per sale?

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Expert Alumni
Feb 20, 2025 12:25:44 PM

In TurboTax Premium Online, follow these steps:

 

  1. Down the left side of the screen, click Federal.
  2. Down the left side of the screen, click Wages & Income.
  3. Click the down arrow to the right of Investments and Savings.
  4. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
  5. Click Add investments.
  6. On the Let's import your tax info screen, select Enter a different way.
  7. On the OK, let's start with one investment type screen, select Cryptocurrency, then Continue.
  8. At the screen Select your crypto experience, select Upload it from my computer.  Click Continue.
  9. At the screen What's the name of the crypto service you used, enter the information.

If this does not completely answer your question, please contact us again and provide more information.