Assuming you are referring to a 1099-B, for investment income, review the TurboTax Help article Where do I enter or import a 1099-B? for assistance. If you are unable to download your 1099-B statement, you have the option to enter it yourself.
Follow the steps below to enter your 1099-B:
- Launch TurboTax
- Select Federal and Wages & Income
- Select Add more income
- Select the dropdown by Investments and Savings
- Select Start/Edit by Stocks, Bonds, Mutual Funds (1099-B) Please note that you may have to upgrade to TurboTax Premium
- TurboTax will guide you through the screens to enter your 1099-B.
For more information on broker transactions, refer to the TurboTax article What is Form 1099-B: Proceeds from Broker Transactions?
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