What do I do with 1099B from my Brokerage account,that doesn't have all the information I need to input?

Darby1961_Dolittle · ‎March 22, 2024

The funds were just transferred from one company to another. I don't have all the data I need.

MarilynG1 · ‎March 22, 2024

What information are you missing on your 1099-B? If you can clarify, we'll try to help.

You could reach out to both brokers for the info you need, and see if they have any supplemental statements that may contain that data.

Basically, you just need Date Acquired (which can be Various), Date Sold, Cost Basis, and Sales Proceeds to enter your 1099-B in TurboTax.

Here's more info on How to Enter 1099-B.

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Do you have an Intuit account?