Do I need to enter my brokerage statement from January in addition to my 1099-B? Or do I enter just what is on my 1099-B and don't enter my brokerage statement at all?

[VolvoGirl]

The January 2018 statement?  No.  If you need to enter anything else for the 1099B you would use the Dec31 statement or prior.  Like to look up the cost basis or purchase dates of the sales.

[tera-spot]

Enter just is what on your 1099-B. January does not count for this year

[CarolC]

Use your 1099-B, Proceeds From Broker and Barter Exchange Transactions to report and enter your brokerage transactions.  Some firms include an annual consolidated statement that may detail other investment related expenses that occurred during the year and are deductible (advisory fees, margin interest, accrued interest, etc).  If this is the document you received in January, then review it to see if there are expenses you can deduct.  TurboTax will walk you through it!

See this TurboTax article Tax Tips for Investors for more information.