topic 1099-B form in Get your taxes done using TurboTax

1099-B form

Jackie2025 — Wed, 05 Mar 2025 17:06:39 GMT

Hello - I need guidance on completing my taxes and Im confused on some data in the 1099-B form

Re: 1099-B form

JamesG1 — Wed, 05 Mar 2025 17:36:27 GMT

What questions do you have about the IRS form 1099-B?

In TurboTax Premium Online, you may enter the form or import the form by following these steps.

To enter the form in TurboTax Premium Online, follow these steps:

Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Click the down arrow to the right of Investments and Savings.
Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
Click Add investments.
On the Let's import your tax info screen, select one of the options.

Re: 1099-B form

Jackie2025 — Wed, 05 Mar 2025 17:38:08 GMT

is it possible to discuss, I have already imported the form but the numbers dont match on a few line items

Re: 1099-B form

AmyC — Wed, 05 Mar 2025 17:46:42 GMT

Absolutely we can guide you through entering your 1099-B in the investment income section to land on your Sch D. Let us know what questions you have.

See Where do I enter or import a 1099-B?

Re: 1099-B form

DianeW777 — Wed, 05 Mar 2025 18:33:54 GMT

We will answer any question you have when you post more questions. It's easy enough to review the ones that don't seem to match. Use the instructions below to get started.

Review your transactions in TurboTax, follow these steps. Click this link for more information. Where do I enter Investment Sales?

Open or continue your return.
Navigate to the investment sales section:
- TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open
- TurboTax Desktop: Search for investment sales and then select the Jump to link.
  - Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other
Review each sale you want to change or check out.
- If you land on the Investment sales summary or Your investments and savings screen, scroll to the ones you want to review.

@Jackie2025