topic I have the 1099-B forms. Why can't just fill in the information needed?? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/i-have-the-1099-b-forms-why-can-t-just-fill-in-the-information-needed/01/1642372#M107608 Am I on the wrong page for this transaction? I can fill in all the information. Mon, 22 Jun 2020 14:50:08 GMT marty82526 2020-06-22T14:50:08Z I have the 1099-B forms. Why can't just fill in the information needed?? https://ttlc.intuit.com/community/retirement/discussion/i-have-the-1099-b-forms-why-can-t-just-fill-in-the-information-needed/01/1642372#M107608 Am I on the wrong page for this transaction? I can fill in all the information. Mon, 22 Jun 2020 14:50:08 GMT https://ttlc.intuit.com/community/retirement/discussion/i-have-the-1099-b-forms-why-can-t-just-fill-in-the-information-needed/01/1642372#M107608 marty82526 2020-06-22T14:50:08Z Re: I have the 1099-B forms. Why can't just fill in the information needed?? https://ttlc.intuit.com/community/retirement/discussion/re-i-have-the-1099-b-forms-why-can-t-just-fill-in-the-information-needed/01/1642377#M107609 <P>To enter an investment sale from a brokerage account (1099-B), follow the steps below.</P> <UL> <LI>Click on Federal Taxes (Personal using Home and Business)</LI> <LI>Click on Wages and Income (Personal Income using Home and Business)</LI> <LI>Click on I'll choose what I work on (if shown)</LI> <LI>Under Investment Income</LI> <LI>On Stocks, Mutual Funds, Bonds, Other, click the start or update button</LI> </UL> <P>Or enter <STRONG>investment sales</STRONG> in the <U>Search</U> box located in the upper right of the program screen. Click on <STRONG>Jump to investment sales</STRONG></P> Mon, 22 Jun 2020 14:54:29 GMT https://ttlc.intuit.com/community/retirement/discussion/re-i-have-the-1099-b-forms-why-can-t-just-fill-in-the-information-needed/01/1642377#M107609 DoninGA 2020-06-22T14:54:29Z Re: I am retired and am using 1099 forms to fill out my tax returns, the questions ask for information from blocks on a W2 form so im not sure if Im entering my information correctly, am I doing something wrong https://ttlc.intuit.com/community/retirement/discussion/re-i-am-retired-and-am-using-1099-forms-to-fill-out-my-tax-returns-the-questions-ask-for-information/01/1642519#M107615 <P>Looks like you edited your post and deleted your question. &nbsp;If you are trying to enter a 1099R for retirement it does not go in the W2 section.</P><P>&nbsp;</P><P class="p2"><SPAN class="s1">Enter a 1099R under</SPAN></P><P class="p2"><SPAN class="s1">Federal Taxes on the left side</SPAN></P><P class="p2"><SPAN class="s1">Wages &amp; Income at the top</SPAN></P><P class="p1">&nbsp;</P><P class="p2"><SPAN class="s1">Then scroll way down to Retirement Plans and Social Security,</SPAN></P><P class="p2"><SPAN class="s1">Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit</SPAN></P><P class="p1">&nbsp;</P><P class="p2"><SPAN class="s1">If you are filing a Joint return be sure to pick which person it is for.</SPAN></P> Mon, 22 Jun 2020 16:31:55 GMT https://ttlc.intuit.com/community/retirement/discussion/re-i-am-retired-and-am-using-1099-forms-to-fill-out-my-tax-returns-the-questions-ask-for-information/01/1642519#M107615 VolvoGirl 2020-06-22T16:31:55Z