1099-B for CD

Aura22 · ‎March 21, 2026

I have a 1099B for a CD. But the TurboTax program's drop box doesn't give me a choice of CD to identify the investment. I'm stuck. Help please.

baldietax · ‎March 21, 2026

I assume you're referring to the drop-down on the 1099B input screen for "one by one" - just use "Bond", the dropdown doesn't matter really it's not reported to IRS this is just Turbotax trying to tailor the input boxes (mainly for options).

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baldietax · ‎March 21, 2026

I assume you're referring to the drop-down on the 1099B input screen for "one by one" - just use "Bond", the dropdown doesn't matter really it's not reported to IRS this is just Turbotax trying to tailor the input boxes (mainly for options).