How do I enter 1099-B information from Edward Jones? I have tried typing it myself and it says I must use one of the listed institutions.

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1 Best answer

Intuit Alumni

Jun 1, 2019 12:40:08 AM

In TurboTax Premier

Select Wages & Income.
Scroll down to Investment Income select 1099-B or Broker Statements click on visit all/update.
Follow the screen prompts until you get to the page Let us enter your investment sale info.
Check the radio button I'll type it in my self.
On the next page select my bank/brokerage isn't here from the dropdown menu.
You will now be asked to enter the name of your bank or brokerage.
Follow the page prompts to enter your Form 1099-B information.

[Edited 03/11/2020 | 1517 pm PDT]

Intuit Alumni

Jun 1, 2019 12:40:08 AM

In TurboTax Premier

Select Wages & Income.
Scroll down to Investment Income select 1099-B or Broker Statements click on visit all/update.
Follow the screen prompts until you get to the page Let us enter your investment sale info.
Check the radio button I'll type it in my self.
On the next page select my bank/brokerage isn't here from the dropdown menu.
You will now be asked to enter the name of your bank or brokerage.
Follow the page prompts to enter your Form 1099-B information.

[Edited 03/11/2020 | 1517 pm PDT]