Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 2, 2025 11:16:49 AM

Form 1099-B

I received a form 1099B with information  only in box 1a and 5. No other boxes (1b, 1c, 1d, 1e, 1g, or 4) have any information.  How do I report this?

0 3 296
3 Replies
Expert Alumni
Mar 3, 2025 7:40:58 AM

Do you recognize the investment or the sale?  Why are there no Proceeds reported?  Do you have record of the sale within your personal sales records?  Do you know how you acquired the investment?  Are you able to establish a cost basis for the investment?

 

How you answer these questions will determine how if you can report this transaction.

 

The issuer of the IRS form 1099-B selected box 5 for a noncovered security.  The broker either does not know this information or is not required to disclose the information.

New Member
Mar 9, 2025 11:25:26 AM

It was from a transfer of control from one entity to another. Full shares transferred, but 1/2 of a share was sold instead of transferred for some reason.  I don't know why there are no proceeds reported other than the dollar amount is very low. 

Expert Alumni
Mar 18, 2025 2:10:02 PM

It depends. Enter the sale like any other investment sale (box 1 proceeds) and if you know your cost basis enter that as well. Be sure to select the correct holding period as well.

Box 5. If checked, the securities sold were noncovered securities and boxes 1b, 1e, 1f, 1g, and 2 may be blank

Generally, a noncovered security means: 

(a) stock purchased before 2011, 

(b) stock in most mutual funds purchased before 2012, 

(c) stock purchased in or transferred to a dividend reinvestment plan before 2012,

(d) debt acquired before 2014, 

(e) options granted or acquired before 2014, and 

(f) securities futures contracts executed before 2014.

 

@Otax