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Level 2
posted Feb 6, 2021 5:21:59 PM

1099-misc

Turbotax shows 1099-B (dividend and interest) transferrable directly from Fidelity. But it does not include in the list 1099-misc from Fidelity that can be transferred directly to 1040 schedule D (capital gain and loss). When is that 1099-misc coming?

2021/2/6

0 2 589
2 Replies
Level 15
Feb 6, 2021 5:30:46 PM

fidelity consolidated 1099-B is your tax document from the broker.

There is no 1099-MISC.

It sounds like you had no sell transactions in 2020.

In that case, you are finished with Fidelity.

Level 2
Feb 6, 2021 6:13:16 PM

yes. Thank you. I took a second look at the Turbotax list of transfers from Fidelity. The stock sales are in the 1099-B (35). Mia culpa.