I need multiple 1099-B forms for multiple brokers.. I can not find a way to open more than one.
How do I open additional 1099-B forms beyond the first?
You'll need to sign in or create an account to connect with an expert.
After you finish entering the sales for the first broker, continue
through the interview until you get to the screen that says "Here's the
investment sales info we have so far." On that screen, click the button
that says Add More Sales. See the attached screen shot. That will take
you back to the beginning of the investment sales interview. A couple of
screens later it will ask you for the name of the brokerage, and you
can enter the second broker's name. Then continue to enter the sales for
that broker. Repeat this as many times as needed to enter all the brokers.
After you finish entering the sales for the first broker, continue
through the interview until you get to the screen that says "Here's the
investment sales info we have so far." On that screen, click the button
that says Add More Sales. See the attached screen shot. That will take
you back to the beginning of the investment sales interview. A couple of
screens later it will ask you for the name of the brokerage, and you
can enter the second broker's name. Then continue to enter the sales for
that broker. Repeat this as many times as needed to enter all the brokers.
or you can go into forms mode - click on forms at top then open forms type in 8949 hightlight form 8949 with mouse, then on open form. then, if asked give it a name - in deluxe version there is a limit of 4. don't know about premier.
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