topic Recording sales of securities on my tax form in Get your taxes done using TurboTax

Recording sales of securities on my tax form

user17706317682 — Mon, 09 Feb 2026 10:18:36 GMT

I am working on entering my data. I am at the Interest/Dividends /Stocks etc section. During 2025 I sold some securities. When I downloaded my tax documents from the investment company there was on 1099-B (as I recall). My questions are 1. if I sold securities should I be receiving a 1099B? 2. If not then where would I record the sale of the securities in TT (which section), I have held the securities for more than 4 years (there should be no gain as LT cap gains are not taxed for joint filters under around 95,000k or something like that if I remember correctly). Just want to make sure I record the purchase and sale price along with duration in the correct place.

Thanks,

Re: Recording sales of securities on my tax form

CesarJ — Mon, 09 Feb 2026 13:15:08 GMT

Yes, you should have received a Form 1099-B. Regardless of whether you received it, you are still required to report the sale of securities on your tax return. Note that for 2025, the 0% long-term capital gains tax rate applies to income up to $96,700.

To enter your sale of securities in your return, follow these instructions:

Go to the stock sales screen under Wages & Income.
Answer Yes to Did you sell any of these investments in 2025?
- If you land on the Let’s finish pulling in your investment income screen, select Add investments.
On the Let's import your tax info screen, select Enter a different way.
On the OK, let’s start with one investment type screen, select Stocks, Bonds, Mutual Funds.
Continue through the interview and select Enter sales totals instead when prompted.
You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Continue.
You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen.

Re: Recording sales of securities on my tax form

user17706317682 — Mon, 16 Feb 2026 10:48:14 GMT

Cesar,

This was helpful. Got it entered. Located my 1099-B on one of the multiple documents sent by my investment company.