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If this is the first time entering investments
If you entered a 1099-B previously
if you can not or do not want to import it. each category is entered on its own form. If you do import, there may be items that TurboTax does not import. You are responsible for the completeness of the data entered.
Sounds like you got a consolidated statement. That will have sections for 1099-Int and 1099-Div and 1099B. You need to enter each section in the right place. So read it carefully and look for headings.... 1099-INT for interest or 1099-DIV for Dividends or 1099B for sales.
1099-INT and DIV are easy to do and you need to pay attention to supplemental questions anyway (US Gov Obligations on 1099-DIV Box 1a for MM Funds, Muni state breakdown if you have any tax-exempt income on 1099-INT Box 8 or 1099-DIV Box 12).
when you get to the 1099B most can be input as sales summaries, inputting all the sales details is not required unless you have sales with adjustments (wash sales, AMD) or non-covered categories, then those items are better input as "one by one" with the details if not too many, i.e. split your 1099B and enter those type items with the details, enter the rest of your proceeds/cost basis balance as summary level 1099B, and check the totals line up on Schedule D. If you don't enter the details for these type of items you will be asked to mail those details separately (using 1099B) to IRS using Form 8453 (which you can also satisfy as a PDF upload in TT Online).
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