Stock Entry into Turbotax

[gottwills]

How do you enter a stock sale without a 1099B in Turbotax?

[DavidD66]

You enter it the same way you would manually enter a stock trade that was reported on a 1099-B.  To do so in TurboTax:

• Type "1099B" into Search  and hit enter 
• Click on "Jump to 1099b" 
• Answer  Yes  to "Did you have investment income in 2022?"  
• Click through the program until you get to "Let's import your tax info?", and click on "Enter a different way". 
• Click to highlight the box with "Stocks, Bonds, Mutual Funds", then click on Continue.  
• Enter something for "Bank or Brokerage" and click on Continue.  
• Answer No to the Employee stock question.  
• Continue through screens until you come to the page with Now, enter one sale on your Foreign 1099‑B 
• Enter the information for your stock sale.

[DoninGA]

Using the TurboTax online editions -

To enter an investment sale -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Under Investment Income
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button

On the screen Let's import your tax info, click on Enter a different way

On the screen OK, let's start with one investment type select Stocks, Bonds, Mutual Funds and Continue

On the screen Which bank or brokerage is on your 1099‑B? enter any name and Continue

On the next screen answer the questions presented and Continue

On the screen Now, choose how to enter your sales select One by One and Continue

On the screen Look for your sales on your 1099‑B click on Continue

On the screen Now, enter one sale on your 1099‑B enter the information for your investment sale