turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

samw2
New Member

How do I file form 8949? Amounts reported went into my 1099-B, but instructions state this should be filed separately. How to best proceed with TurboTax in this setting

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
DavidD66
Expert Alumni

How do I file form 8949? Amounts reported went into my 1099-B, but instructions state this should be filed separately. How to best proceed with TurboTax in this setting

Form 1099-B is the form your broker sends you.  It reports your investment sales. You report the information on your Form 1099-B on your tax return by completing Form 8949.  To enter your Form 1040 in TurboTax:

 

  • Click on "Search"
  • Type "1099-B" in the search window and hit "Enter"
  • Click on "Jump to 1099-b"
  • Answer "Yes" to Did you sell any investments in 2024?
  • Answer "Yes" to "Did you get a 1099-B or a brokerage statement for these sales?
  • You can either download your 1099-B information or Enter it yourself.  

TurboTax will guide you through the rest of the process of reporting your investment sales.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question