Note: If you choose not to upload a PDF of your 1099-B in TurboTax Online, or if you’re using TurboTax Desktop, TurboTax will generate Form 8453. You can still e-file your return, but you'll need to mail a paper copy of your 1099-B to the IRS along with Form 8453, which you can print from your online account or from the desktop software.

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:

2025年3月3日 · In addition to a 1099-INT, and a 1099-DIV, this statement also includes a 1099-B form which lists a CD maturity event. This CD was purchased in 2023 and sold in 2024 and is listed as a Long Term Capital Gain (held over 1 year). The amount of capital gains reported in the 1099-B form is $0.

2019年6月4日 · Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B). If you have already entered some investments, then select Add investments. You can import your tax info on the screen that gives you that option or you can choose Enter a different way .

2024年3月22日 · I use the forms view exclusively. I have a few transactions (mostly treasury notes) where the 1099-B has an adjustment for "Accrued market discount". My understanding is that the amount of Discount should lower my capital gain, and increase my Interest income. In other words it's shuttled out of the Schedule D and into the Schedule B.

2025年2月26日 · At the screen Look for your sales on your 1099-B, select Continue. You will now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your IRS form 1099-B , IRS form 8949 and / or Schedule D Capital Gains and Losses for the amounts and category.

2019年6月7日 · Below are the steps to enter the Regulated Futures Contracts 1099-B information in TurboTax Premier: Click on the Federal Taxes tab Select the Wages and Income tab Scroll down to the Investment Income subgroup Next the Contracts and Straddles line, and click the start button Answer YES that you had Sec. 1256 contracts

Where do I enter or import a 1099-B? by TurboTax. Where do I enter investment sales? by TurboTax. Top ...

2025年2月19日 · 2. Search for 1099-B. 3. Double click 1099-B worksheet . I'm unable to click Add Form to create a new 1099-B worksheet unless I enter a name in the blank white field. I see above that you mentioned that you clicked in the white space, but you'll need to actually enter the name of the broker that issued the 1099-B to be able to create the form ...

2025年2月24日 · Howdy yall, I received a 1099-B after already filing my taxes. It says on the form "Basis reported to the IRS". Do I need to file an amendment for this? (First time filing married/joint. I have never had to deal with stock stuff before)