topic How to Generate Multiple 1099-b forms? in Investors & landlords

How to Generate Multiple 1099-b forms?

123xx — Tue, 04 Jun 2019 19:30:55 GMT

I need multiple 1099-B forms for multiple brokers.. I can not find a way to open more than one.

How do I open additional 1099-B forms beyond the first?

After you finish entering the sales for the first broker,...

rjs — Tue, 04 Jun 2019 19:30:56 GMT

After you finish entering the sales for the first broker, continue through the interview until you get to the screen that says "Here's the investment sales info we have so far." On that screen, click the button that says Add More Sales. See the attached screen shot. That will take you back to the beginning of the investment sales interview. A couple of screens later it will ask you for the name of the brokerage, and you can enter the second broker's name. Then continue to enter the sales for that broker. Repeat this as many times as needed to enter all the brokers.

or you can go into forms mode - click on forms at top the...

Anonymous — Tue, 04 Jun 2019 19:30:59 GMT

or you can go into forms mode - click on forms at top then open forms type in 8949 hightlight form 8949 with mouse, then on open form. then, if asked give it a name - in deluxe version there is a limit of 4. don't know about premier.

You cannot make any entries directly on Form 8949. All in...

rjs — Tue, 04 Jun 2019 19:31:01 GMT

You cannot make any entries directly on Form 8949. All information for Form 8949 has to be entered on either a Form 1099-B Worksheet or a Capital Gain (Loss) Transaction Worksheet.

Entering investment sales in forms mode is not recommended because of the complexity and high probability of errors.