How to report stock/Mutual fund/ETF losses when they are not reported on 1099-B?

[rjs]

Start off reporting the sales the same as if you did get a 1099-B. When it asks for the name of the bank or brokerage, enter anything you like that will identify the sales to you. The name does not go on your tax return. When you get to the screen that asks for the Sales section, select "Short-term did not receive 1099-B form" or "Long-term did not receive 1099-B form" as appropriate.

Why did you not get a 1099-B? If you used a broker to sell the investments they should have sent you a 1099-B. How did you sell the investments?

[JamesG1]

In addition to what rjs said, in TurboTax Online Premium, you may enter the information by following these steps:

• Down the left side of the screen, click Federal.
• Down the left side of the screen, click Wages & Income.
• Scroll down to Investments and Savings and click the down arrow to the right.
• Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
• Click Add investments.
• At the screen Save time and connect your financial accounts, click Enter a different way.
• At the screen How do you want to add your docs?, click Type it in myself.
• At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds.  Continue.
• At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue.
• Do these sales include any employee stock, click No.
• Do you have more than three sales on your 1099-B, click No.
• Do these sales include any other types of investments, click No.
• Did you buy every investment listed on your 1099-B, click Yes.  Click Continue.
• At the screen Now, choose how to enter your sales, select One by one.  Click Continue.
• At the screen Look for your sales on your 1099-B, click Continue.
• At the screen Now enter one sales total on this 1099-B, enter information. Click Continue.
• Repeat as necessary by clicking Add another sale.  Click Continue.

At the screen Now, choose how to enter your sales, you may also select Sales section totals and import a .jpg of the IRS form 1099-B.

@sarahschwanbeck 

[rflores511]

is this a feature of TT online premium only.  dont see it in TT download premier.  thanks. 

[rjs]

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@rflores511 wrote:

is this a feature of TT online premium only.  dont see it in TT download premier.  thanks. 

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@rflores511 

It's not clear what feature you are asking about. Here are step by step instructions for TurboTax Download Premier. The steps will vary if you have already entered other investment sales.

• Click the Federal Taxes tab.
• Click Wages & Income.
• Click I'll choose what I work on.
• Scroll down to Investment Income.
• Click Start or Update to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
• Did you have investment income in 2025? - Click Yes.
• Click Add investments.
• At the screen "Let Us Enter Your Bank and Brokerage Tax Documents," at the very bottom of the screen click Skip Import.
• At the screen "OK, let's start with one investment type," select Stocks, Bonds, Mutual Funds. Click Continue.
• At the screen Which bank or brokerage is on your 1099-B, enter any name you like for the Bank or brokerage. (See my earlier reply above.) Click Continue.
• Do these sales include any employee stock, click No.
• Do you have more than three sales on your 1099-B, click No.
• Do these sales include any other types of investments, click No.
• Did you buy every investment listed on your 1099-B, click Yes. Click Continue.
• At the screen Now, choose how to enter your sales, select One by one. Click Continue.
• At the screen Look for your sales on your 1099-B, click Continue.
• At the screen "Now, enter one sale on your 1099-B," for the Sales section select "Short-term did not receive 1099-B form" or "Long-term did not receive 1099-B form" as appropriate. Enter the information about the sale. Click Continue.
• Repeat if necessary by clicking Add another sale. Click Continue.