turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

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

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

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

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.

  

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question