How to Generate Multiple 1099-b forms?

Forum|Forum|7 years ago
June 4, 2019
2 replies
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I need multiple 1099-B forms for multiple brokers.. I can not find a way to open more than one.

How do I open additional 1099-B forms beyond the first?

TurboTax Premier Windows

Best answer by rjs

After you finish entering the sales for the first broker, continue through the interview until you get to the screen that says "Here's the investment sales info we have so far." On that screen, click the button that says Add More Sales. See the attached screen shot. That will take you back to the beginning of the investment sales interview. A couple of screens later it will ask you for the name of the brokerage, and you can enter the second broker's name. Then continue to enter the sales for that broker. Repeat this as many times as needed to enter all the brokers.

rjs

Answer

Level 15

Anonymous

or you can go into forms mode - click on forms at top then open forms type in 8949 hightlight form 8949 with mouse, then on open form. then, if asked give it a name - in deluxe version there is a limit of 4. don't know about premier.

rjs

Level 15

You cannot make any entries directly on Form 8949. All information for Form 8949 has to be entered on either a Form 1099-B Worksheet or a Capital Gain (Loss) Transaction Worksheet.

Entering investment sales in forms mode is not recommended because of the complexity and high probability of errors.