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form1099-B -

In filling out Form 1099-B, all of my fund totals come from automatic withdrawals.  That's not an option you give. I haven't sold stock, bonds, etc.  

 

 

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2 Replies
JamesG1
Expert Alumni

form1099-B -

The full description of the option in TurboTax is Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).  What problems are you experiencing reporting information from an IRS Form 1099-B Proceeds?

 

In TurboTax, 1099-B Proceeds statements may be entered by hand or entered as a summary document. In some cases, a file may be uploaded from your computer.

 

You are able to report a tax statement by following these steps:  

  • Go to Federal / Wages & Income / Your income / Investments and Savings.
  • Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
  • Click Add investments.
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rjs
Level 15
Level 15

form1099-B -

What do you mean by "automatic withdrawals"? If you withdraw money from a mutual fund account, automatically or otherwise, you have sold shares of the mutual fund. You enter the 1099-B the same as you would for any sale of stock, bonds, or mutual funds.

 

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