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Where do I enter or import a 1099-B?

by TurboTax•1145• Updated 1 month ago

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 or continue your return.
  2. Navigate to the 1099-B section:
    • TurboTax Online/Mobile: Go to 1099-B.
    • TurboTax Desktop: Search for 1099-B and select the Jump to link.
  3. Follow the onscreen instructions. When you reach Let's import your tax info, choose how you want to enter your 1099-B:
    • To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form.
    • If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen.
  4. On the following screens, answer the questions about your 1099-B. When you reach the Review your sales screen, the form you just entered should be listed.
  5. If you need to add another 1099-B, select Add investments. Otherwise, select Continue.