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?

795

Expert Alumni

Jun 4, 2019 8:54:58 PM

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.

Why sign in to the Community?

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