You'll need to sign in or create an account to connect with an expert.
Use the search box to search for 1099-B and then use the Jump to 1099-B link. Either click on Add More Sales or answer Yes to the Did you receive a 1099-B question. If your form issuer is in the list, follow the steps on the screen and import your form. See the tips and tricks in the FAQ below if you have issues importing.
from the CD click on file (upper left)
move mouse over "import" you'll see three lines for different sources
move mouse over financial institution and click on that line
select the financial institution by type the first couple letters in its name
move mouse over the name under the select an item and click on it
from here the means to import varies from FI o FI.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
taxpayer2301
Returning Member
156church
Level 3
Michael00001
Level 1
captmdismail
Returning Member
maxweb69
New Member