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I'm on desktop premier and this didn't work for me exactly but it got me on the right path. I wrote down the set of steps that worked for me below:
1. Open submitted tax return (your refunds should be at 0)
2. On the home screen there are several options. At the bottom, select “Amend a return
that was already submitted to the IRS”
3. Scroll down to wages and income and select edit
4. Select choose what I work on
5. Select Interest and Dividends, and click Visit all
6. On the left hand side you have and window titled “Flags” and in the window it says
1099-B. Click the 1099-B.
7. Click Open form up top
8. Search for 1099-B and click Open
9. On the next screen it allows you to input a broker “Enter name of Broker”
10. Turbotax can get glitchy here. My turbo tax is broken and only allows a
single letter to be entered (can be updated later). Do that or the full name if it allows and click “Create”.
11. Now it takes you to the actual tax form. For ease of use I reverted to easy step at the top.
12. Navigate to the appropriate entry and click edit
13. Add data
14. If the wrong BOX is selected (e.g. BOX C instead of BOX B) and there’s no way to fix it in
the Easy Step mode, you need to go to the Forms modes and click on the Capital Asset
Sales worksheet which has all the entries for your 1099-B.
15. Manually click on the box within each sale and it shows you the box options where you
can switch the box type (e.g. from C to B).
This did it!!!! Truly a lifesaver, thank you!!!
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