☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 6, 2019 8:35:21 AM

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

0 2 441
1 Best answer
Expert Alumni
Jun 6, 2019 8:35:23 AM

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).

2 Replies
Expert Alumni
Jun 6, 2019 8:35:23 AM

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).

New Member
Jun 6, 2019 8:35:23 AM

Thanks so much for the perfect and timely answer!