How do I report stock sales if I didn't get a 1099b?

[chris_or]

Hi folks - I received a 1099-B from etrade, but it only had 4 out of 10 "short noncovered" sales in 2023. The 4 reported on 1099-B were all gains; the 6 not reported on my 1099-B were all losses. Could this have anything to do with them not being reported on? I know I need to report all 10 sales but why would my 1099-B not have them? And do I need to report them differently? 

[MonikaK1]

You might check to confirm that you have all of the pages of your Form 1099-B. If all of the sales transactions were through E*Trade, they should all be reported on the form.

If you are looking at a paper statement and something appears to be missing, find the statement in your online account or contact the company. 

Report all of the sales transactions in the Investments section of TurboTax, regardless of whether there was a gain or a loss. If you acquired the stock outside of E*Trade, enter your correct cost basis.

See this help article and this tax tips article for more information on entering stock sales in TurboTax.

[LBM3]

LIKES AS THOUGH WITH THIS YEARS VERSION, IF YOU UPLOAD INVESTMENT INCOME AND THEN TRY TO ADD LONG TERM GAIN/LOSS WITHOUT A 1099B FORM IT DOESN'T ASK IF YOU HAVE A 1099B SO HAVING DIFFICULTY ENTERING

[JamesG1]

Are you able to generate sales transactions in IRS form 1099-B or IRS form 8949 format?  If so, you may be able enter IRS form 1099-B transactions either on a One by one basis or by entering summary information instead of individual transactions.

Enter summary information and report in TurboTax Premium Online.  Create a .PDF of the IRS form 1099-B or IRS form 8949 and upload into TurboTax 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 Stocks, Bonds, Mutual Funds, then Continue.
8. At the screen Which bank or brokerage, enter the information.  Click Continue.
9. Do these sales include any employee stock, enter No.
10. Do you have more than three sales, enter Yes.
11. Do these sales include any other types of investments, enter No.
12. Did you buy every investment listed, enter Yes.  Continue.
13. On the screen Now, choose how to enter your sales, you may select Sales section totals.  or you may select One by one.
14. Select Continue.