TT 2024 -- No way to enter a 1099-B?

[Nickbkeenan]

I need to enter some stock sales from a 1099-B. From the main income screen it just takes me to 1099-Div, which isn't right. The online help says you can get there by searching in the help and using "jump to" but that just takes me to 1099-Div too. 

So is this another broken feature? 

[VolvoGirl · Accepted solution]

For the Desktop program?  I know, I don't like the new way at all.  Too many clicks and sreens to click on and go through.   Go to the bottom and +Add Investments, then import or skip import, THEN....should be a screen with 5 boxes, pick Stocks, Bonds, Mutual Funds.  

[DoninGA]

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 and Savings
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button

Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales

On the screen Did you have investment income in 2024? click on Yes

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 click on Stocks, bonds, mutual funds and Continue

You will be asked to upgrade to the Premium edition, if not already using Premium.  Click on Upgrade to Premium.

[Nickbkeenan]

"

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 and Savings
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button"

In previous years those instructions worked. In 2024, I do all that and it takes me to the 1099-Div screen. 1099-B just isn't ready in this year's edition. 

[VolvoGirl]

It's ready in my Desktop program.  Did you see my post first one above?

[Nickbkeenan]

"For the Desktop program? I know, I don't like the new way at all. Too many clicks and sreens to click on and go through. Go to the bottom and +Add Investments, then import or skip import, THEN....should be a screen with 5 boxes, pick Stocks, Bonds, Mutual Funds. "

Yes! That does it! Thank you, I've been getting very frustrated trying to get a head start on my taxes. 

[DoninGA]

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 click on Stocks, bonds, mutual funds and Continue

[VolvoGirl]

@DoninGA  Is that for the Online version?  My Desktop HB works different.  I'll make screen shots.

[DoninGA]

@VolvoGirl Yes, that is the online version.

[VolvoGirl]

For Desktop.....when you click on either Interest, Dividends or Investments from the main first income list you get ALL your 1099 forms listed mixed together.   You need to go to the bottom and click on +Add Investments