Can't Access 1099-S Form TurboTax Premier

[RubyRedz25]

Hello, 

I'm trying to report the sale of a secondary property on TurboTax Premier. When I click the button to bring up a 1099-S, the program is directing me to questions for a 1099-B.  The heading on the software says: Your info should match your 1099‑B exactly. 

Is there a workaround to access the 1099-S?

[MayaD]

These types of sales are considered investment sales, you need to enter this info in the investment section of TurboTax.

1. Open your return.
2. In the search box, search for sold second home and select the Jump to link at the top of the search results.
3. Answer Yes on the Did you sell any investments in 2023? screen.
   • If you land on the Your investment sales summary screen, select Add More Sales.
4. On the Did you get a 1099-B or a brokerage statement for these sales? screen, select No.
5. On the Tell us about this sale screen, select I’ll enter one sale at a time, and enter Second home (do this also for inherited homes) 
6. Enter the remaining info for your sale and continue through the screens until you reach Here’s all the investment accounts we have so far.

[RubyRedz25]

@MayaD Thanks for the reply. The software is launching straight into the 1099-B, there's no option for me to say no and get to the 1099-S I followed your instructions step by step. 

[MayaD]

If the software is launching straight into the 1099-B or the investment summary:

1.  Click on Add another more sales. 
2. On the screen OK, let's start with one investment type, select Other
3. Enter the name from the 1099-s 
4. on the following screen, for What type of investment did you sell? select Second Home .

@RubyRedz25