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How do I view the form information for a manually entered 1099-B?

I manually entered a 1099-B. I can see the form in the Federal/Income section, but when I try to edit it I am taken to "Review your ... sales section totals" but cannot find or get to the rest (previous parts of) the form? The "back" button takes me out of the form editor.
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1 Reply
CesarJ
Expert Alumni

How do I view the form information for a manually entered 1099-B?

When you manually enter a 1099-B in TurboTax, editing the form beyond the "Review your sales" section requires navigating within the Investments and Savings section under Federal Taxes > Wages & Income.

To view or edit the full details of your manual 1099-B entry:
1. Go to the Federal tab, then Wages & Income.
2. Select Investments and Savings.
3. Find Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) and choose Revisit or Start.
4. On the summary screen, select the specific investment sale you want to edit.
5. You will return to the detailed screens step-by-step to edit each part of the form, rather than the back button which exits the form.

The back button from the review page exits the form editor, so use the list of sales to re-enter the specific details screens you want to change.

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