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To enter an investment sale other than from a brokerage account (1099-B), follow the steps below.
Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales
On the screen Did you sell stocks, mutual funds, bonds, or other investments in 2020? click on Yes
On the screen OK, what type of investments did you sell? click on Other and then on Continue
Continue past the screen Tell us more about this sale
On the screen Now we’ll walk you through entering your sale details, select the type of investment sold in the dropdown on What type of investment did you sell?
Continue with this section until it completes.
Hi, thanks for your quick reply. I was looking for something specific that changed in 2020. I have been entering the sales online on TT for years. However, in 2020, TT has instructed that IRS requires a PDF copy of the 1099-B. Since this is a foreign firm that does not generate the form, I have to do it myself. I was looking for advice on the easiest way to do this. There are dozens of transactions and it would be tedious to fill in a paper form for each.
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