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New Member
posted Aug 31, 2025 5:28:08 PM

I need to go to 1099-B

I need to go to 1099-B

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1 Replies
Level 15
Aug 31, 2025 5:37:27 PM

If you need to enter a 1099B you need to upgrade to Premium.  

Enter a 1099 B under
Federal Taxes on left or Personal (Home & Business)
Wages & Income (Personal Income)
Then scroll down to Investment Income
Then Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) - click Start
Then click +Add Investments at the bottom

Then Import your info OR Skip Import at the bottom
Then pick box Stocks, Bonds, Mutual Funds - then Continue


Enter the bank or broker
Answer some general questions and Continue
Then Continue a couple more screens and you finally get to the 1099B entry screen.