If you are going to add information to your return from documents you have downloaded, such as a Form 1099-B:
- TurboTax Online/Mobile: Go to the 1099-B screen under Wages & Income.
- TurboTax Desktop:
- Go to Federal Taxes.
- Go to Wages & Income.
- If asked How do you want to enter…?, select I’ll choose what I work on.
- Under Investment Income, select Start or Update next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
- Follow the onscreen instructions. When you reach Let's import your tax info, choose how you want to enter your 1099-B:
- To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form.
- If you don’t want to import, select Enter a different way, and on the How do you want to add your investment docs? screen, you can upload a copy of your 1099-B.
See this help article for more information.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"