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    <title>topic For form 1099-B, will i have to manually input every single stock sale/buy? says that it would do it all automatically or at least a place to upload the tax form for it. in Investors &amp; landlords</title>
    <link>https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/for-form-1099-b-will-i-have-to-manually-input-every-single-stock-sale-buy-says-that-it-would-do-it/01/2101249#M68108</link>
    <description />
    <pubDate>Wed, 17 Mar 2021 22:17:42 GMT</pubDate>
    <dc:creator>alphadawg187</dc:creator>
    <dc:date>2021-03-17T22:17:42Z</dc:date>
    <item>
      <title>For form 1099-B, will i have to manually input every single stock sale/buy? says that it would do it all automatically or at least a place to upload the tax form for it.</title>
      <link>https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/for-form-1099-b-will-i-have-to-manually-input-every-single-stock-sale-buy-says-that-it-would-do-it/01/2101249#M68108</link>
      <description />
      <pubDate>Wed, 17 Mar 2021 22:17:42 GMT</pubDate>
      <guid>https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/for-form-1099-b-will-i-have-to-manually-input-every-single-stock-sale-buy-says-that-it-would-do-it/01/2101249#M68108</guid>
      <dc:creator>alphadawg187</dc:creator>
      <dc:date>2021-03-17T22:17:42Z</dc:date>
    </item>
    <item>
      <title>Re: For form 1099-B, will i have to manually input every single stock sale/buy? says that it woul...</title>
      <link>https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-for-form-1099-b-will-i-have-to-manually-input-every-single-stock-sale-buy-says-that-it-woul/01/2101413#M68117</link>
      <description>&lt;P&gt;&lt;STRONG&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;If you upload your 1099 Composite from your financial institution all the stock transactions are typically entered for you.&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/STRONG&gt;&lt;/P&gt;

&lt;P&gt;&amp;nbsp;&lt;/P&gt;

&lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;&lt;SPAN style="color:#393a3d"&gt;You can securely import your 1099-B,&amp;nbsp;1099-DIV,&amp;nbsp;1099-INT,&amp;nbsp;1099-OID, or&amp;nbsp;1099-R&amp;nbsp;into TurboTax, provided your broker or financial institution participates in our&amp;nbsp;&lt;/SPAN&gt;&lt;A href="https://support.turbotax.intuit.com/redirect/partners" target="_blank"&gt;&lt;SPAN style="color:#037c8f"&gt;TurboTax Partner program&lt;/SPAN&gt;&lt;/A&gt;&lt;SPAN style="color:#393a3d"&gt;.&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;&lt;SPAN style="color:#393a3d"&gt;When you get to the place in TurboTax where we ask if you received that form, answer&amp;nbsp;Yes&amp;nbsp;and we'll give you the option to import.&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;&lt;SPAN style="color:#393a3d"&gt;You can also jump straight to the section for your specific 1099 form.&amp;nbsp;Here's how:&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;OL&gt;
 &lt;LI&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;&lt;SPAN style="color:#393a3d"&gt;Sign in to&amp;nbsp;&lt;A href="https://turbotax.intuit.com/" target="_blank"&gt;&lt;SPAN style="color:#037c8f"&gt;TurboTax&lt;/SPAN&gt;&lt;/A&gt;&amp;nbsp;and open or continue your return.&amp;nbsp;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/LI&gt;
 &lt;LI&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;&lt;SPAN style="color:#393a3d"&gt;Search for&amp;nbsp;&lt;EM&gt;1099-B&lt;/EM&gt;&amp;nbsp;and select&amp;nbsp;the&amp;nbsp;Jump to&amp;nbsp;link in the search results.&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/LI&gt;
 &lt;LI&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;&lt;SPAN style="color:#393a3d"&gt;Follow the screens and you’ll be able to import your form.&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/LI&gt;
&lt;/OL&gt;

&lt;P&gt;&amp;nbsp;&lt;/P&gt;

&lt;P&gt;&lt;STRONG&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;&lt;SPAN style="color:#393a3d"&gt;If you have an issue uploading then you can just enter the summary statements-&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/STRONG&gt;&lt;/P&gt;

&lt;P&gt;&amp;nbsp;&lt;/P&gt;

&lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;You can enter totals on your 8949, then mail a copy of your statements within 3 days of filing.&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;To enter a stock sale in Turbo Tax:&amp;nbsp;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;OL&gt;
 &lt;LI&gt;
 &lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;Go to&amp;nbsp;Income.&amp;nbsp;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;
 &lt;/LI&gt;
 &lt;LI&gt;
 &lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;Select&amp;nbsp;I'll choose what I work on.&amp;nbsp;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;
 &lt;/LI&gt;
 &lt;LI&gt;
 &lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;Go down to&amp;nbsp;Investment Income.&amp;nbsp;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;
 &lt;/LI&gt;
 &lt;LI&gt;
 &lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;Click&amp;nbsp;Start&amp;nbsp;or&amp;nbsp;Update&amp;nbsp;by&amp;nbsp;Stocks, Mutual Funds, Bonds, Other.&amp;nbsp;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;
 &lt;/LI&gt;
 &lt;LI&gt;
 &lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;Select the broker and choose&amp;nbsp;I'll type it in myself.&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;
 &lt;/LI&gt;
 &lt;LI&gt;
 &lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;On the&amp;nbsp;Tell us about...screen, select&amp;nbsp;I'll enter a summary for each sales category.&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;
 &lt;/LI&gt;
&lt;/OL&gt;

&lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;You won't have to put the dates of each sale.&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;Address them to (with&amp;nbsp;&lt;A href="https://www.irs.gov/pub/irs-pdf/f8453.pdf" target="_blank"&gt;Form 8453&lt;/A&gt;&amp;nbsp;as a cover sheet):&amp;nbsp;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;Internal Revenue Service&amp;nbsp;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;Attn:&amp;nbsp; Shipping and Receiving 0254&amp;nbsp;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;Receipt and Control Branch&amp;nbsp;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;Austin, TX 73344-0254&amp;nbsp;&amp;nbsp;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;If you're paper filing a 1040, find your state&amp;nbsp;&lt;A href="https://www.irs.gov/uac/where-to-file-paper-tax-returns-with-or-without-a-payment" target="_blank"&gt;here.&lt;/A&gt;&amp;nbsp;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;P&gt;&amp;nbsp;&lt;/P&gt;

&lt;P&gt;&lt;SPAN style="font-size:14px"&gt;&lt;SPAN style="font-family:Arial,Helvetica,sans-serif"&gt;&lt;SPAN style="color:#393a3d"&gt;Tip:&amp;nbsp;Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the&amp;nbsp;&lt;EM&gt;wrong&lt;/EM&gt;&amp;nbsp;First National Bank, you won't be able to import.&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;P&gt;&amp;nbsp;&lt;/P&gt;

&lt;P&gt;&lt;SPAN style="font-size:11pt"&gt;&lt;SPAN style="font-family:Calibri,sans-serif"&gt;&lt;SPAN style="font-size:10.5pt"&gt;&lt;SPAN style="font-family:&amp;quot;Arial&amp;quot;,sans-serif"&gt;-follow this link for more information-&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/SPAN&gt;&lt;/P&gt;

&lt;P&gt;&lt;A href="https://turbotax.intuit.com/tax-tips/investments-and-taxes/what-is-form-1099-b-proceeds-from-broker-transactions/L071oPWkE" target="_blank"&gt;What is Form 1099-B: Proceeds from Broker ... - TurboTax&lt;/A&gt;&lt;/P&gt;</description>
      <pubDate>Wed, 17 Mar 2021 22:38:30 GMT</pubDate>
      <guid>https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-for-form-1099-b-will-i-have-to-manually-input-every-single-stock-sale-buy-says-that-it-woul/01/2101413#M68117</guid>
      <dc:creator>RayW7</dc:creator>
      <dc:date>2021-03-17T22:38:30Z</dc:date>
    </item>
    <item>
      <title>Re: For form 1099-B, will i have to manually input every single stock sale/buy? says that it would do it all automatically or at least a place to upload the tax form for it.</title>
      <link>https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-for-form-1099-b-will-i-have-to-manually-input-every-single-stock-sale-buy-says-that-it-would-do/01/2102163#M68148</link>
      <description>&lt;P&gt;if the broker partners with Turbotax the trades can be imported but you are responsible for reviewing the import to make sure the info imported correctly.&amp;nbsp;&lt;/P&gt;
&lt;P&gt;&amp;nbsp;&lt;/P&gt;
&lt;P&gt;how many trades Turbotax can handle has a limit.&amp;nbsp; also trades code as A (short-term proceeds and basis reported to IRS)&amp;nbsp;or D (the same as A but for long-term trades) are detailed one by one. Turbotax does not group them as is allowed by the IRS (except trades coded A or D that have adjustments to cost such as market value or wash sale)&lt;/P&gt;
&lt;P&gt;&amp;nbsp;&lt;/P&gt;
&lt;P&gt;there is a place on the 1099-B wks to enter qualifying types A and D as totals they will not flow to form 8949 as allowed by the IRS&amp;nbsp;&amp;nbsp;&lt;/P&gt;
&lt;P&gt;but then the details of these trades can't be imported because you'll end up double reporting them.&amp;nbsp;&lt;/P&gt;</description>
      <pubDate>Thu, 18 Mar 2021 00:48:30 GMT</pubDate>
      <guid>https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-for-form-1099-b-will-i-have-to-manually-input-every-single-stock-sale-buy-says-that-it-would-do/01/2102163#M68148</guid>
      <dc:creator>Mike9241</dc:creator>
      <dc:date>2021-03-18T00:48:30Z</dc:date>
    </item>
    <item>
      <title>Re: For form 1099-B, will i have to manually input every single stock sale/buy? says that it would do it all automatically or at least a place to upload the tax form for it.</title>
      <link>https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-for-form-1099-b-will-i-have-to-manually-input-every-single-stock-sale-buy-says-that-it-would-do/01/2107958#M68346</link>
      <description>&lt;DIV class="lia-quilt-column lia-quilt-column-17 lia-quilt-column-left lia-quilt-column-main-content"&gt;&lt;DIV class="lia-quilt-column-alley lia-quilt-column-alley-left"&gt;&lt;DIV class="lia-component-reply-list"&gt;&lt;DIV class="linear-message-list message-list"&gt;&lt;DIV class="lia-linear-display-message-view"&gt;&lt;DIV class=""&gt;&lt;DIV class="lia-panel-message message-uid-2107934"&gt;&lt;DIV class="lia-message-view-wrapper lia-js-data-messageUid-2107934 lia-component-forums-widget-message-view-two"&gt;&lt;DIV class="MessageView lia-message-[product key removed]ge lia-message-view-display lia-row-standard-read lia-thread-reply lia-message-authored-by-you"&gt;&lt;DIV class="lia-quilt lia-q[product key removed]ge lia-quilt-layout-one-column-message"&gt;&lt;DIV class="lia-quilt-row lia-quilt-row-main"&gt;&lt;DIV class="lia-quilt-column lia-quilt-column-24 lia-quilt-column-single lia-quilt-column-main"&gt;&lt;DIV class="lia-quilt-column-alley lia-quilt-co[product key removed]e"&gt;&lt;DIV class="lia-message-body lia-component-message-view-widget-body lia-component-body-signature-highlight-escalation lia-component-message-view-widget-body-signature-highlight-escalation"&gt;&lt;DIV class="lia-message-body-content"&gt;&lt;P&gt;At tax time, you have the option to summarize your activity by Sales Category.&lt;/P&gt;&lt;P&gt;As an active investor, be aware that your category Box A or Box D sales&lt;SPAN&gt;&amp;nbsp;&lt;/SPAN&gt;&lt;U&gt;without adjustments&lt;/U&gt;&lt;SPAN&gt;&amp;nbsp;&lt;/SPAN&gt;do not require Form 8949,&lt;SPAN&gt;&amp;nbsp;&lt;/SPAN&gt;&lt;EM&gt;so there is no reason to import or key in those transactions&lt;/EM&gt;.&lt;BR /&gt;Instead use the "enter a summary" option to put your numbers on Schedule D Line 1a or Line 8a.&lt;/P&gt;&lt;P&gt;Category A and D are the covered transactions.&lt;/P&gt;&lt;P&gt;&lt;BR /&gt;If you summarize (recommended),&lt;/P&gt;&lt;P&gt;you only need to supply PDF of 1099-B covered transactions&lt;SPAN&gt;&amp;nbsp;&lt;/SPAN&gt;&lt;U&gt;with adjustments&lt;/U&gt;&lt;SPAN&gt;&amp;nbsp;&lt;/SPAN&gt;that are not listed on your e-Filed Form 8949. and all non-covered transactions not listed there.&lt;/P&gt;&lt;P&gt;in other words, for active investors, generally this is a list of the Wash Sales.&lt;/P&gt;&lt;P&gt;--&lt;BR /&gt;If you have two pages (for example) of Wash Sales,&lt;BR /&gt;use Adobe Reader to print those two pages. That's all you have to mail to the IRS, given that those wash sales are not on your e-Filed form 8949 already.&lt;BR /&gt;(you might enter them manually if they are few in number.)&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;If you were wise enough to avoid wash sales, you won't have to list or mail anything.&lt;/P&gt;&lt;/DIV&gt;&lt;/DIV&gt;&lt;/DIV&gt;&lt;/DIV&gt;&lt;/DIV&gt;&lt;DIV class="lia-quilt-row lia-quilt-row-mod-controls"&gt;&lt;DIV class="lia-quilt-column lia-quilt-column-24 lia-quilt-column-single lia-quilt-column-mod-controls-main"&gt;&amp;nbsp;&lt;/DIV&gt;&lt;/DIV&gt;&lt;DIV class="lia-quilt-row lia-quilt-row-sub-footer"&gt;&amp;nbsp;&lt;/DIV&gt;&lt;/DIV&gt;&lt;/DIV&gt;&lt;/DIV&gt;&lt;/DIV&gt;&lt;/DIV&gt;&lt;/DIV&gt;&lt;/DIV&gt;&lt;/DIV&gt;&lt;/DIV&gt;&lt;/DIV&gt;&lt;DIV class="lia-quilt-column lia-quilt-column-07 lia-quilt-column-right lia-quilt-column-side-content"&gt;&lt;DIV class="lia-quilt-column-alley lia-quilt-co[product key removed]"&gt;&lt;DIV&gt;&amp;nbsp;&lt;/DIV&gt;&lt;/DIV&gt;&lt;/DIV&gt;</description>
      <pubDate>Fri, 19 Mar 2021 04:15:10 GMT</pubDate>
      <guid>https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-for-form-1099-b-will-i-have-to-manually-input-every-single-stock-sale-buy-says-that-it-would-do/01/2107958#M68346</guid>
      <dc:creator>fanfare</dc:creator>
      <dc:date>2021-03-19T04:15:10Z</dc:date>
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