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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
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 Interest, Dividends, Stocks Bonds Mutual Funds, Cryptocurrency, or Other
Thank you-- this finally worked- adding 1099B in an area that seemed specific to 1099 DIV and INT is poor placement for TurboTax.
Let's try these steps to land in the appropriate place for your 1099-B entry.
Open your TurboTax Online return:
Open your return in TurboTax Desktop:
The sale of any investment is required to be included with your tax return, gain or loss. Information from the link below may be helpful
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
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 Interest, Dividends, Stocks Bonds Mutual Funds, Cryptocurrency, or Other
Thank you-- this finally worked- adding 1099B in an area that seemed specific to 1099 DIV and INT is poor placement for TurboTax.
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