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ronfob
Returning Member

Form 1099-B

My wife transferred 2 stocks from the companies who were holding them in the company shareholder accounts into a broker account and issued 2 Form.1099B with all the boxes filled in with the related numbers. I assume I just fill all the same numbers in Form 1099's into Turbotax & it does the required tax calculations? Where do I find the Form 1099B's in Turbotax. I always print my tax returns and mail them because I still do not trust sending Federal and State returns on line because of how sophisticated the hackers are getting. Also I had problems wit parts of Turbotax last year.

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1 Reply
DavidD66
Employee Tax Expert

Form 1099-B

To report your Forms 1099-B in TurboTax Online:

 

  • In the income section, Select Investments and Savings....
  • On the page "Did you have investment income in 2024?"  Answer Yes
  • On the page "Let's Import your tax info" you can either start the process to import your forms, or if you prefer, click on "Enter a different way" to manually enter your Forms 1099-B

Whether you choose to import your forms or enter them yourself, the program will guide you through the process.  

 

You should strongly consider e-filing your tax returns.  It is safe and secure.  

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