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Where do I enter information from my 8949 form?

 
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Where do I enter information from my 8949 form?

if you don't import it, the entries are in the section where it asks about investment income

LindaS5247
Expert Alumni

Where do I enter information from my 8949 form?

When you enter investment sales or exchanges from Form 1099-B or 1099-S in TurboTax, we'll automatically fill out Form 8949 and transfer the info to Schedule D. You don't need to fill out the 8949 yourself.


To enter Form 1099-B in TurboTax Online:

  • Open (continue) your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
  • Click the drop-down arrow next to Tax Tools (lower left of your screen).
  • Select Tools.
  • In the pop-up window, select Topic Search.
  • In the I'm looking for: box, type 1099-b.
  • In the results box, highlight 1099-b, then click GO.
  • You'll land on Did you sell any investments in 2022? Click Yes.
  • Follow the onscreen instructions. You'll be able to enter the 1099-B info yourself or import it if your brokerage participates in the TurboTax Partner program.


Click here for information regarding Form 8949.

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