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Level 2
posted Feb 25, 2026 10:14:59 AM

Multiple separate entries for 1099-B

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.

0 2 207
2 Replies
Level 11
Feb 25, 2026 10:40:04 AM

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.

Level 2
Feb 25, 2026 11:01:08 AM

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.