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New Member
posted Apr 13, 2020 8:24:41 AM

How do I enter info from Form 1099-B?

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2 Replies
Expert Alumni
Apr 13, 2020 8:46:12 AM

Form 1099-B is included in TurboTax Premier, TurboTax Live Premier, Self-Employed, and TurboTax Live Self-Employed (online) and in all personal CD/Download versions of TurboTax.

Form 1099-B (Proceeds from Broker and Barter Exchange Transactions) reports the sale of stocks, bonds, mutual funds, and other securities.

Here's where you enter or import your 1099-B in TurboTax:

  1. Open (continue) your return if it isn't already open.
  2. In TurboTax, search for 1099-B and then select the Jump to link in the search results.
  3. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2019?
    • If you see Here's the info we have for these investment sales, select Add More Sales.
  4. Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
  5. At Let's get your tax info, choose how you want to enter your 1099-B (import or type it in yourself).
  6. Follow the instructions.

Source: TurboTax FAQ

Level 2
Apr 20, 2020 10:29:26 AM

Sorry, this didn't work for me.  When I searched for 1099-B in Premier I didn't get Jump To.  I have been successful in prior years, however.