Where do I enter or import a 1099-B?
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:
Open or continue your return.
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.
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.
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.
If you need to add another 1099-B, select Add investments. Otherwise, select Continue.
