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Where do I enter or import a 1099-B?
by TurboTax•896• Updated 6 days 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:
Note: If your TurboTax navigation looks different from what’s described here, learn more.
- Open or continue your return in TurboTax by selecting the Continue or Start button on the Tax Home screen.
- Select Search, enter 1099-B, and select Jump to 1099-B.
- You can also go to Federal, then Wages & Income, then Investments and Savings.
- Select Start or Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
- Select Okay! on the screen Time to kick off your investments! OR Yes on the screen Did you sell any of these investments? then Continue.
- If you see Your investments and savings or Your investment sales summary, select Add investments or Add more sales.
- 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 another sale. Otherwise, select Continue.
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