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grudyg
New Member

where do you input a 1099B?

if one has capital gains the government would like like to know about it unfortunately TurboTax, forms in not clear in how to tell said government that you owe it some money
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4 Replies

where do you input a 1099B?

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 (1099-B), 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

SharonD007
Employee Tax Expert

where do you input a 1099B?

Form 1099-B is reported in TurboTax under the Investments and Savings Section of Wages & Income.  TurboTax automatically completes Form 8949 when you enter your stock sales.  If you would like to import your 1099-B, review the TurboTax Help article Where do I enter or import a 1099-B?

 

Follow the steps below to enter your 1099-B:

 

  1. Launch TurboTax
  2. Select Federal and Wages & Income
  3. Select Add more income
  4. Select the dropdown by Investments and Savings
  5. Select Start/Edit by Stocks, Bonds, Mutual Funds (1099-B) Please note that you may have to upgrade to TurboTax Premium
  6. TurboTax will guide you through the screens to enter your 1099-B.

 

For more information on broker transactions, ‌ refer to the TurboTax article What is Form 1099-B: Proceeds from Broker Transactions?

 

For instructions to enter other capital gains not reported on a 1099-B in TurboTax Online or TurboTax Desktop, review the following links:

 

 

 

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where do you input a 1099B?

I want Intuit to know I am VERY DISAPPOINTED that 2025 TurboTax Deluxe Desktop MUST be upgraded to Premier for THIRTY-FIVE DOLLARS ($35!) to be able to import brokerage stock/bond sales from FORM 1099-B into TurboTax's Form 8949.  The prior years Deluxe version had the 1099-B import included, now we MUST Upgrade if you want it in included your TTax 2025 return.

 

Manually entering details for every transaction into TTax Form 8949 is too tedious and error-prone for me. Since I will E-file my 2025 TTax Federal return, I will instead postal mail a copy of 2025 forms 1099-B attached to IRS Form 8453; just tick the bottom checkbox to submit the 1099-B in lieu of an 8949. 

where do you input a 1099B?

@EZTarget Where do you see the Deluxe edition must be upgraded?

 

This is a screenshot from the 2025 Deluxe desktop edition only showing it being recommended.

Investment Deluxe edition.png

 

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