In QB Online Premium, how do I enter a long-term stock sale that doesn't have a 1099-B (it was easy to do last year)

[sessoms]

Under Investments, if I choose to enter "Stocks, Bonds, Mutual Funds" it forces me to enter my Brokerage/Bank, which I don't have on the sale of privately held shares. I'm trying to create a "Long-term transaction not reported on Form 1099-B" (found on Form 8949)

[sessoms · Accepted solution]

Community, I figured it out.  Just proceed as if entering a 1099-B and use a custom Bank/Broker name like “Private Stock Sale”, then can proceed from there to enter the info from there. 

[Vanessa A]

You will enter this in the section for the 1099-B the same as if you had one, but when you get to the sales section title, you will select long term basis did not receive 1099-B.

To do this you will select the following:

• Federal
• Income
• Show More next to Investment Income
• Start next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
• Walk through the steps of entering a 1099-B with the information you do have.  
•  Select long term basis did not receive form 1099-B under sales section title.