Why a 1099B?

[SamV]

TT continues to ask that I enter amounts for a 1099B. My Mother is a senior on a small pension and social security. Pretty simple and straight forward. No sales of stock, real estate or other income for all of 2020. She did not receive a 1099B for any of her income, only 1099R and 1099INT. We didn't need one for 2019. The program continues to ask me to address the incomplete form for which I have no entries. Anyone have any suggestions?

[HelenC12 · Accepted solution]

Delete the 1099-B form from her return. If you imported your mother's 1099-R form, perhaps there was a blank 1099-B form that transferred over. Or, a 1099-B form was inadvertently generated.

• If you're using TurboTax Online software and need to delete a form, click here.
• If you're using TurboTax CD\Download software and need to delete a form, click here. 

Additional information: Social Security may be partially taxable depending on the amount of your mother's other income during the year.  If it's your mother's only source of income it's probably not taxable. 

[SamV]

Thank you! That helped. Form is deleted, my tax process is complete