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New Member
posted Aug 29, 2025 4:36:38 PM

I HAVE 3 BROKERAGE FORMS TO ADD AND I CAN ONLY ADD ONE. HOW DO I ADD 3 FORMS OF INCOME FROM ONE BROKERAGE?

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1 Replies
Level 15
Aug 29, 2025 8:17:23 PM

Did you get 3 1099B forms?   Or 3 sales on 1 form?  What kind of 1099 do you have?  Did you get  a consolidated statement. That will have sections for 1099-Int and 1099-Div and 1099B. You need to enter each section in the right place. So read it carefully and look for headings.... 1099-INT for interest or 1099-DIV for Dividends or 1099B for sales.

 

Are you  trying to import the brokerage 1099 or manually enter it?  I only  know how in the Desktop program,  not the Online version.  They did change the way you enter 1099 forms this year.  Maybe this will help.

 

Enter a 1099 B under
Federal Taxes on left or Personal (Home & Business)
Wages & Income (Personal Income)
Then scroll down to Investment Income
Then Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) - click Start
Then click +Add Investments at the bottom

Then Import your info OR Skip Import at the bottom
Then pick box Stocks, Bonds, Mutual Funds - then Continue


Enter the bank or broker
Answer some general questions and Continue
Then Continue a couple more screens and you finally get to the 1099B entry screen.