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New Member
posted May 31, 2019 11:40:33 PM

How do I add my 1099b

0 2 1090
1 Best answer
New Member
May 31, 2019 11:40:33 PM

Input your 1099-B at:

Federal Taxes > Wages & Income > 

Scroll down to Investment Income, then click Show More

Select Start next to Stocks, Mutual Funds, Bonds, Other 

Answer Yes to "Did you get a 1099-B or a brokerage statement?"

To import your 1099-B, select your financial institution and Continue (there have been integration issues, however)

To enter it manually, scroll down from the bank logos and select I'll type in in myself

1) Enter the financial institution (screenshot 1) and Continue

2) Select "I'll enter summary for each sales category" to consolidate your entries (screenshot 2)

Note: if cost basis is non-covered or not reported, the IRS is relying on you to make a reasonable estimate.  Enter these ones separately.

3) After each entry, click Yes to enter another sale, or No to finish your 1099-B (screenshot 3)

2 Replies
New Member
May 31, 2019 11:40:33 PM

Input your 1099-B at:

Federal Taxes > Wages & Income > 

Scroll down to Investment Income, then click Show More

Select Start next to Stocks, Mutual Funds, Bonds, Other 

Answer Yes to "Did you get a 1099-B or a brokerage statement?"

To import your 1099-B, select your financial institution and Continue (there have been integration issues, however)

To enter it manually, scroll down from the bank logos and select I'll type in in myself

1) Enter the financial institution (screenshot 1) and Continue

2) Select "I'll enter summary for each sales category" to consolidate your entries (screenshot 2)

Note: if cost basis is non-covered or not reported, the IRS is relying on you to make a reasonable estimate.  Enter these ones separately.

3) After each entry, click Yes to enter another sale, or No to finish your 1099-B (screenshot 3)

New Member
May 31, 2019 11:40:37 PM

I HAVE TWO VG BROKERAGE ACCS TB TAX WILL ONLY DOWNLOAD ONE 1099B ACC.