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Level 1
posted Apr 2, 2025 6:03:01 AM

After importing a 1099-B how can I see the breakdown of long/short, basis reported/not-reported, etc. categories of transactions on web-turbotax?

This is how most 1099s and financial software organizes data nowadays. It's useful for error checking. TT used to have it I vaguely remember, but not anymore? Thanks!

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1 Replies
Expert Alumni
Apr 2, 2025 11:23:33 AM

The breakdown for 1099-B transactions will be located on Form 8949, as well as a summary on Schedule D. You can review a copy of your tax filing on the summary page. You will need to pay for your TurboTax fees first in order to see a preview of all forms and schedules available

To locate the Summary Page follow the steps below:

  • From the TurboTax home screen locate the left panel. Click on Tax Tools, then Print Center. (if you don't see the Tax tools menu right away, open any section of your return, for example your W-2 section, then try again to locate the left panel)
  • click on Print, save or preview this year's return. The Summary Page will be included there.