turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Event: Ask the Experts about your refund > RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

What do I do with the 1099-B if I sold employee stock?

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
ErinH
Intuit Alumni

What do I do with the 1099-B if I sold employee stock?

Form 1099-B (Proceeds from Broker and Barter Exchange Transactions) reports the sale of stocks, bonds, mutual funds, and other securities.

Here's where you enter or import your 1099-B in TurboTax:

  1. Open (continue) your return if it's not already open.
  2. In TurboTax, search for "1099-B" or "1099B" (lower-case also works) and then select the "Jump to" link in the search results.
  3. Answer Yes to Did you sell any investments in 2017?
    • If you see Here's the investment sales info we have so far, select Add More Sales.
    • If you're in Free Edition or Online Deluxe, follow the instructions to upgrade to Premier.
  4. Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
  5. At Choose your bank or brokerage or Let Us Enter Your Investment Sale Info, choose how you want to enter your 1099-B (import or type it in yourself).
  6. Follow the onscreen instructions.
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies