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posted Mar 2, 2022 2:17:11 PM

Where do I enter Form 1099-B Proceeds from Broker and Barter Exchange Transactions 69 shares of prudential stock sold on Jan 22, 2021? Acquired shares Dec 18, 2001

$5,657.01 proceeds type of gain/loss Noncovered.  Prudential issued 2001 based on life insurance on my husband who died 11/20/2020.

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1 Replies
Level 15
Mar 2, 2022 2:21:20 PM

To enter an investment sale from a brokerage account (1099-B), 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, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B), click the start or update button

Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales