I have a 1099-B form, but it doesn’t find my financial institution, what do I do?

If your financial institution isn't available to import, you can still enter the data. 

 

Here's how to do this in TurboTax Online:

1. Navigate to Federal Taxes in the upper left, then Wages and Income.
2.  Add or Edit Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) > Add/Edit
3. Choose Add Investments
4. Choose "Enter a different way" 
5. Select 1099-B and continue
6. Either upload or choose "Type it in myself"
7. Enter the information from the 1099-B requested in the interview

You can enter the Form 1099-B manually

 

To enter an investment sale -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Under Investment Income
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button

Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales

Using the online editions -

On the screen Did you have investment income in 2024? click on Yes

On the screen Let's import your tax info click on Enter a different way

On the screen OK, let's start with one investment type, select Stocks, Bonds, Mutual Funds and Continue

On the screen Tell us more about this sale enter a Name and Continue

On the following screen select the type of investment sale on the dropdown What type of investment did you sell?

Continue with this section until it completes.