2875185
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.

I've been unable to obtain a needed 1099-B for profits from the tendering of stock shares. Where can I enter this information in Turbotax?

 
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
PattiF
Expert Alumni

I've been unable to obtain a needed 1099-B for profits from the tendering of stock shares. Where can I enter this information in Turbotax?

To enter the stock sale without a 1099-B follow these instructions:

 

  •  Click on Income & Investments
  • Scroll to Investments and Savings and click on Start (or Edit or Review)
  • Click on Add Investments. And then Continue on the next page
  •  Choose to Enter a different way
  • Pick Stocks, Bonds, Mutual Funds and Continue
  • Which bank or brokerage sent you a 1099-B for these sales?, Enter name of brokerage, and Continue
  • Answer questions on next page and Continue
  • Now, Choose how to enter your sales, One by one, Continue
  • Continue past the page Look for your sales on your 1099-B
  • You can enter your sales on the next page.
  • In the first box, Sales section, Choose Short-term (or long-term) did not receive 1099-B form

Continue with the information for your sales

 

 

 

@ABeegs 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

5 Replies

I've been unable to obtain a needed 1099-B for profits from the tendering of stock shares. Where can I enter this information in Turbotax?

Your 1099-B comes from your broker. You might be able to go online to your account and download it or request that it be mailed to you. Sometimes these forms take longer to get.

 

See this link to import directly into TurboTax.  https://www.google.com/search?q=ttlc+how+to+download+from+broker&rlz=1C1CHBF_enUS793US803&oq=ttlc+ho...

 

 

MonikaK1
Expert Alumni

I've been unable to obtain a needed 1099-B for profits from the tendering of stock shares. Where can I enter this information in Turbotax?

If you sold stock through a brokerage, a 1099-B should have been issued. Check with the company. Your 1099-B may also be available to view and download online from your account, as mentioned by leeloo above.

 

Once you have the information, if you enter the 1099-B information yourself rather than import it:

 

Normally, if you type in "jump to Form 1099-B" in the Search window (by clicking on the hourglass icon in the upper right) it will take you to the section, Your Investments and Savings. TurboTax will automatically populate a Form 1099-B as appropriate based on the information you enter in this section.

 

If the "jump to" function doesn't work, just go to Wages and Income and scroll down to Investments and Savings.

 

From there:

 

  1. Scroll down and click on the box "+Add investments"
  2. Click Continue
  3. Select one of the brokerages that appears in order to import their data, or click Enter a Different Way
  4. Click on the appropriate box that represents the type of investment you are entering. Choosing to enter Stocks and Bonds, or Cryptocurrency will lead you to the entry screens for your Form 1099-B.

 

See this article for more information on the topic from TurboTax.

 

@ABeegs 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I've been unable to obtain a needed 1099-B for profits from the tendering of stock shares. Where can I enter this information in Turbotax?

How to enter info in Turbotax without 1099-B since brokerage firm out of business. 

I've been unable to obtain a needed 1099-B for profits from the tendering of stock shares. Where can I enter this information in Turbotax?

You would enter it the same way, but answer that no, you did not receive Form 1099-B.

 

You would need to know the cost, the sales price, the name of the stock and how long you held it.

 

Please see this response from Lidia.

 

Here is information on where to enter the sale of stock:

 

To enter an investment sale from a brokerage account follow the steps below.

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Under Investment Income
  • On Stocks, Mutual Funds, Bonds, Other, click the start or update button

 

 

PattiF
Expert Alumni

I've been unable to obtain a needed 1099-B for profits from the tendering of stock shares. Where can I enter this information in Turbotax?

To enter the stock sale without a 1099-B follow these instructions:

 

  •  Click on Income & Investments
  • Scroll to Investments and Savings and click on Start (or Edit or Review)
  • Click on Add Investments. And then Continue on the next page
  •  Choose to Enter a different way
  • Pick Stocks, Bonds, Mutual Funds and Continue
  • Which bank or brokerage sent you a 1099-B for these sales?, Enter name of brokerage, and Continue
  • Answer questions on next page and Continue
  • Now, Choose how to enter your sales, One by one, Continue
  • Continue past the page Look for your sales on your 1099-B
  • You can enter your sales on the next page.
  • In the first box, Sales section, Choose Short-term (or long-term) did not receive 1099-B form

Continue with the information for your sales

 

 

 

@ABeegs 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question