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1099-B missing from TurboTax DeskTop Premier 2025 from Fidelity

The 1099-B form is missing from TurboTax DeskTop Premier 2025 from Fidelity.  Fidelity confirms this is a TurboTax problem.

 

To check, all you need to do is go to Forms, then Open a Form, then "1099",  and you will see a list of multiple 1099 forms, but NOT the 1099-B, which isCRITICAL to ANY tax reporting of brokerage sales (hence why fidelity would provide TurboTax Premier in the 1st place!!!).

 

Please fix this major bug

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2 Replies

1099-B missing from TurboTax DeskTop Premier 2025 from Fidelity

1099-B is not missing in Turbotax.  In Forms mode it was renamed to "Capital Asset Sales" presumably as it now accommodates both 1099-B and 1099-DA.  1099-B input in Easy Step works fine this section was opened a couple of weeks ago.

 

Also make sure you have the latest s/w update some people have automatic updates turned off somehow.  Under Turbotax menu select Check for Updates, or hold down Option while in the Turbotax menu and select "Download Latest Updates".  About Turbotax > More Info should show latest build as of 2/1.

 

Otherwise - what problem are you having?

1099-B missing from TurboTax DeskTop Premier 2025 from Fidelity

MANY THANKS FOR THE "In Forms mode it was renamed to "Capital Asset Sales" presumably as it now accommodates both 1099-B and 1099-DA". 

 

It would save TurboTax (and their clients) a huge amount of support time if they could make this change VISIBLE and OBVIOUS somewhere.  

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