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.

How to enter realized gains in Turbo tax without a 1099-B

I have a Charles Schwab statement showing a $3 short term realized gain that isn't reported to IRS (and no 1099-B is provided for it) but suggests I should capture this on form 8949.

I am a new Turbotax user and cannot find where to report this gain in Turbotax?  The softward seems to only expect a 1099-B.  Some prior answers suggested I add the data like I had a 1099-B and then check a box saying I don't have a 1099-B, but I cannot seem to find this branch in the screens.  Please help.

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.

1 Best answer

Accepted Solutions
rjs
Level 15
Level 15

How to enter realized gains in Turbo tax without a 1099-B

It's not a box that you check. At the top of the screen for entering the 1099-B information it asks you to select the "sales section" from a drop-down list. Select "Short-term did not receive 1099-B form."

 

View solution in original post

2 Replies
rjs
Level 15
Level 15

How to enter realized gains in Turbo tax without a 1099-B

It's not a box that you check. At the top of the screen for entering the 1099-B information it asks you to select the "sales section" from a drop-down list. Select "Short-term did not receive 1099-B form."

 

How to enter realized gains in Turbo tax without a 1099-B

Thank you so much - that worked perfectly!!!

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question