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Level 1
posted Feb 28, 2021 12:58:11 PM

How do I input the numbers for an installment sale of stock in my private business to my partner if I dont have a 1099-B?

Eventually these show up on form 8949 and then schedule D

0 4 787
4 Replies
Expert Alumni
Mar 1, 2021 4:42:13 PM

You need to enter Installment Sales in the help box in TurboTax and click on the Jump to installment sales option that will pop up to enter your installment sale in TurboTax.

Level 1
Mar 17, 2021 12:45:00 PM

Thank you so much!

 

Level 1
Mar 17, 2021 12:53:06 PM

Hi,

When I follow your directions none of the categories of installment sales include stock.  Any ideas how to handle this?

 

Thanks in advance

 

Tom

Expert Alumni
Mar 17, 2021 4:12:22 PM

There is a category called "all other property types", you can use that for your stock sale: