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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
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:
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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