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mxh101
New Member

How do I report sale of stock options when I don't have a 1099-B?

what it says... in this case I sold options but not stock and do not have a form 1099-B. the money came my way in a wire payment after the deal was signed

 

I saw this thread with a similar question from a couple years ago, but the advice appears out of date -- it says you will be asked whether you have the form or not, but I'm not being asked and can find no way to move ahead without the form itself.

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1 Reply
MarilynG1
Expert Alumni

How do I report sale of stock options when I don't have a 1099-B?

If you didn't receive a 1099-B, in the Investments section under Wages & Income, in TurboTax Online, choose 'Stocks' and continue as if you had a 1099-B.  

 

Choose 'short-term' or 'long-term, did not receive 1099-B' whichever applies, under 'Sales Section' and 'Options' under 'type of investment'.

 

Save documentation for the Cost Basis/Sales Proceeds amounts you enter.

 

Here's more info on Investment Sales without 1099-B.

 

@mxh101 

 

 

 

 

 

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