Multiple separate entries for 1099-B

marcellas · ‎February 25, 2026

Why is Turbo Tax making me enter each category as a new investment from my 1099B for the same payor. Thus it is forcing me to re-enter the payor information each time. For example When I finished entering the info for "short term - covered securities" and hit continue TT took me back out to the page and I had to chose "add investments" including the payer info all over again, in order to enter my next category of "long-term - covered security". Last year, I was able to enter all of my schedule be categories for a single payor on the same page.

I cannot download this info and manually enter.

What am I missing.

baldietax

not sure if you are on desktop or online, but on desktop - after entering one category you get a summary list for that payer which has Continue in the bottom right. Instead of pressing Continue, to the left tho is a button "Add another sales total" if using sales summary, or "add another sale" for one-by-one.

marcellas

Thank you. It is the desktop version. I don't recall seeing another button on the left, other than "back", but I will work through one to try it. thank you again.