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New Member
posted Jan 25, 2020 10:15:47 AM

Can I enter my 1099B if all I have is my overall total, not the individual transaction amounts?

I don't have the form, I called and used the automated line to get the total.

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1 Replies
Expert Alumni
Jan 27, 2020 11:08:46 AM

Yes, but this is usually done when there is a large number of transactions. You will still be responsible for accurate reporting and will have to break everything down into the proper categories. You will need this information and the 1099-B is the best source. It is advisable to wait for your tax forms.

 

Information on the Form 1099-B includes a description of each investment, the purchase date and price, the sale date and price, and the resulting gain or loss. Commissions for these transactions are excluded.

 

Steps for entry.