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I've entered a stock sale which is not appearing in Turbo Tax. What should I do?

 
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2 Replies
DianeW777
Expert Alumni

I've entered a stock sale which is not appearing in Turbo Tax. What should I do?

Clarification may be needed to answer your question directly.  Many stock sales have been entered as I check various situations and I have not had this experience.  Make sure you are completing the section all the way to the end so that TurboTax is capturing your input.  Also please the following steps to clear any hidden data you though was gone from your device before working on that section again.

Form 1099-B (Proceeds from Broker and Barter Exchange Transactions) reports the sale of stocks, bonds, mutual funds, and other securities.

Here's where you enter or import your 1099-B in TurboTax:

  1. Open (or continue) your return if it isn't already open
  2. Select the magnifying glass, search for 1099-B and then select the Jump to link in the search results
  3. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2021?
    • If you see Your investment sales summary, select Add More Sales
  4. On the OK, let's start with one investment type screen, select the category that applies to your situation and Continue
  5. Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
  6. At Let's get your tax info, choose how you want to enter your 1099-B (import or type it in yourself)
  7. Answer the questions about your 1099-B

Form 1099-B is included in TurboTax Premier, TurboTax Live Premier, Self-Employed, and TurboTax Live Self-Employed (online) and in all personal CD/Download versions of TurboTax.

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I've entered a stock sale which is not appearing in Turbo Tax. What should I do?

TurboTax has implemented a new undocumented rule to suppress certain details you entered.

(Box A/D with no adjustments).

This is supposed to be a feature but it is a bug.

You can choose to itemize those transactions but the rule has you stymied.

 

If the totals are correct, you can file.

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