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Returning Member
posted Feb 1, 2025 4:49:00 PM

II need to enter 1099-B and I am un

I need to enter 1099-B and I am unable, how?

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1 Replies
Level 15
Feb 1, 2025 4:58:23 PM

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 (1099-B), 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

 

If you have a form 1099-B and want to manually enter the information, then on the screen for importing click on the button Enter a different way