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 .

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15日 · Enter your transactions based on the data you have for purchase price and date acquired. You are allowed to use 'Various' as the date acquired by selecting 'Something other than a date' when you are entering your 1099-B transactions or editing them.

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:

2024年3月20日 · The broker/1099-B issuer does not know the basis, so you have to enter it. If you do not know the basis, you will need to enter $0, which will maximize what you pay in tax on that transaction. Cost basis is the amount you paid to acquire the security.

2021年2月21日 · Yes, you can enter a summary of the categories of sales reported on your Form 1099-B. TurboTax will give you guidance at the end of the section about whether you will be required to provide a copy of your Form 1099-B to the IRS or not.

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.

Form 1098 and Form 1099; TurboTax Help Intuit. Entering stock sales/1099-B in TurboTax. by TurboTax ...

2019年5月31日 · Yes, your 1099-B is reported in a separate section from that of your 1099-DIV and 1099-INT. 1099-DIV reports Dividend Income; 1099-INT reports Interest Income; 1099-B reports Proceeds from sale of stocks; Your 1099-B can be entered as follows in TurboTax Deluxe: Click the Federal Taxes tab; Click Wages & Income; Scroll down to the Investment ...

2020年2月14日 · On the same screen, enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Done. Follow the onscreen instructions to enter additional sales or to view a summary.