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Level 3
posted Mar 31, 2025 3:22:46 PM

Still haven't received 1099-B

I'm supposed to be receive a 1099-B for 2024. After checking on it, there is a chance I will not receive it before tax day. What are my options in this situation? Really stressed

0 4 529
4 Replies
Expert Alumni
Mar 31, 2025 4:56:39 PM

You may file for an extension HERE and file your tax return after you receive the IRS form 1099-B.

 

Or you may file with the information that your have.  Then amend after you receive the IRS form 1099-B.

 

See this TurboTax Help.

Level 15
Mar 31, 2025 5:03:11 PM

Log on to your financial institution website where you will find it.

everyone puts the 1099-B online now.

Mt brother-in-law's investment firm said they would no longer mail and expect him to go looking for it.

Level 3
Mar 31, 2025 5:31:04 PM

They refuse to send a digital copy and claim they can only mail a physical copy. They won't even give info over the phone. Super frustrating 

Level 3
Mar 31, 2025 5:31:36 PM

How hard it is to amend a return on your own? Would I need an accountant?