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halexander7
New Member

How do I display info for each of six 1099-B funds?

 
1 Best answer

Accepted Solutions
MarilynG
Expert Alumni

How do I display info for each of six 1099-B funds?

Type '1099b' in the search window, and 'Jump to 1099b'.  This will display an investment sale summary page, where you can Edit individual sale to open the entries (screenshot).

In FORMS mode, you can view the Form 1099B Worksheet and the Capital Gain Transaction Worksheet (screenshot).

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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2 Replies
MarilynG
Expert Alumni

How do I display info for each of six 1099-B funds?

Type '1099b' in the search window, and 'Jump to 1099b'.  This will display an investment sale summary page, where you can Edit individual sale to open the entries (screenshot).

In FORMS mode, you can view the Form 1099B Worksheet and the Capital Gain Transaction Worksheet (screenshot).

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
halexander7
New Member

How do I display info for each of six 1099-B funds?

Thanks so much for the perfect and timely answer!
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