How do I enter info from Form 1099-B?

doncarolsmith — Mon, 13 Apr 2020 15:24:41 GMT

Re: How do I enter info from Form 1099-B?

HelenC12 — Mon, 13 Apr 2020 15:46:12 GMT

Form 1099-B is included in TurboTax Premier, TurboTax Live Premier, Self-Employed, and TurboTax Live Self-Employed (online) and in all personal CD/Download versions of TurboTax.

If you are low income, you may be able to use the IRS Free File Program delivered by TurboTax .

Form 1099-B (Proceeds from Broker and Barter Exchange Transactions) reports the sale of stocks, bonds, mutual funds, and other securities.

Here's where you enter or import your 1099-B in TurboTax:

Open (continue) your return if it isn't already open.
In TurboTax, search for 1099-B and then select the Jump to link in the search results.
Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2019?
- If you see Here's the info we have for these investment sales, select Add More Sales.
Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
At Let's get your tax info, choose how you want to enter your 1099-B (import or type it in yourself).
Follow the instructions.

Source: TurboTax FAQ

Re: How do I enter info from Form 1099-B?

marievbritt — Mon, 20 Apr 2020 17:29:26 GMT

Sorry, this didn't work for me. When I searched for 1099-B in Premier I didn't get Jump To. I have been successful in prior years, however.

topic How do I enter info from Form 1099-B? in Retirement tax questions

How do I enter info from Form 1099-B?

Re: How do I enter info from Form 1099-B?

Re: How do I enter info from Form 1099-B?