If the provider is no longer available, you may elect to enter IRS form 1099-B information manually.
In TurboTax Desktop Premier, an IRS form 1099-B entry may be entered by following these steps:
- Across the top of the screen, click Federal Taxes.
- Across the top of the screen, click Wages & Income.
- Click I'll choose what I work on.
- Scroll down to Investments and Savings and click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
- At the screen Let's finish pulling in your investment income, click Add investments.
- At the screen Let Us Enter Your Bank and Brokerage Tax Documents, click Skip import.
- At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds. Continue.
- At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue.
- Do these sales include any employee stock, click No.
- Do you have more than three sales on your 1099-B, click No.
- Do these sales include any other types of investments, click No.
- Did you buy every investment listed on your 1099-B, click Yes. Click Continue.
- At the screen Now, choose how to enter your sales, select One by one. Click Continue.
- At the screen Look for your sales on your 1099-B, click Continue.
- At the screen Now enter one sale on your XXX 1099-B, enter sales information. Click Continue.
- At the screen Let us know if any of these situations apply to this sale, report as necessary.
- At the screen Review your XXXX sale, repeat as necessary by clicking Add another sale. Click Continue.
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