1099-B combines stock options and series B investment. Can I break it up and enter these as separate entries in TurboTax?

[MichaelL1 · Accepted solution]

Yes, just do not do the import and enter each of them yourself.

To enter your Investments sold

Click on Federal Taxes

Click on Wages and Income

Click on I'll choose what I work on

Scroll down to Investments

On Stocks, Bonds, Other, click the start or update button

[jon2]

Ok so I break up the number of shares between series B and the common from the stock options? The form has the total number

[MichaelL1]

Yes, as long as you have the total proceeds reported on the return from that 1099B IRS is good with it.