topic In QB Online Premium, how do I enter a long-term stock sale that doesn't have a 1099-B (it was easy to do last year) in Investors & landlords

In QB Online Premium, how do I enter a long-term stock sale that doesn't have a 1099-B (it was easy to do last year)

sessoms — Tue, 17 Feb 2026 19:56:14 GMT

Under Investments, if I choose to enter "Stocks, Bonds, Mutual Funds" it forces me to enter my Brokerage/Bank, which I don't have on the sale of privately held shares. I'm trying to create a "Long-term transaction not reported on Form 1099-B" (found on Form 8949)

Re: In QB Online Premium, how do I enter a long-term stock sale that doesn't have a 1099-B (it was easy to do last year)

sessoms — Tue, 17 Feb 2026 20:27:05 GMT

Community, I figured it out. Just proceed as if entering a 1099-B and use a custom Bank/Broker name like “Private Stock Sale”, then can proceed from there to enter the info from there.

Re: In QB Online Premium, how do I enter a long-term stock sale that doesn't have a 1099-B (it wa...

Vanessa A — Tue, 17 Feb 2026 20:57:23 GMT

You will enter this in the section for the 1099-B the same as if you had one, but when you get to the sales section title, you will select long term basis did not receive 1099-B.

To do this you will select the following:

Federal
Income
Show More next to Investment Income
Start next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
Walk through the steps of entering a 1099-B with the information you do have.
Select long term basis did not receive form 1099-B under sales section title.