You can enter this info in the investment section of TurboTax. Select the product you’re using for the right instructions.
You'll need TurboTax Premium or any TurboTax CD/Download product to add any 1099-B forms.
TurboTax Online
- Open or continue your return in TurboTax and search for wash sales
- Select the Jump to link at the top of the search results
- Answer Yes to Did you have investment income in 2022?
- If you land on Your investment sales summary, select Add more sales
- On the OK, let's start with one investment type screen, select Stock, Bonds, Mutual Funds. Then select Continue
- From here, you can import or manually enter your 1099-B
- Answer the questions about your sales. Choose to enter sales One by one when asked
- On the Now, enter one sale on your 1099-B screen, enter your info. Check I have other boxes on my 1099-B to enter and enter the disallowed wash sale loss in box 1g
- Select Continue and answer any follow-up questions
TurboTax CD/Download
- Open or continue your return in TurboTax and search for wash sales.
- Select the Jump to link at the top of the search results.
- Answer Yes to Did you sell any investments in 2022?
- If you land on Here's all the investment accounts we have so far, select Add more sales
- Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
- From here, you can import or manually enter your 1099-B
- Answer the questions about your sales. Choose I'll enter one sale at a time when asked
- When prompted, enter the info from your 1099-B
- On the next screen, enter the disallowed wash sale loss in box 1g
- Select Continue and answer any follow-up questions