530918
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Should I select one sale at a time or summary for 1099-B?

I have three 1099-Bs for one mutual fund sale.  One with Box A, one with Box D, one with Box B.  I chose to "enter summary for each sales category", but turbo tax treats each category like a new sale.  Do I just select "enter one sale at a time" and treat each 1099-B as a separate sale?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
Rachel_W
Expert Alumni

Should I select one sale at a time or summary for 1099-B?

Yes, you should select "enter one sale at a time" and treat each Form 1099-B as a separate sale.  In your case, you have one sale split into different categories, not multiple sales per category.

If you need further clarification, please comment below.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question