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April 1, 2021
Question

Were do I enter a 1099b on a amended tax return

  • April 1, 2021
  • 1 reply
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I can not find the place to enter a 1099b on my amended return

1 reply

DaveF1006
April 1, 2021

Yes, there is a way to enter this amendment but requires precise steps for doing so. Follow these precise steps.

  1. Sign in to TurboTax.
  2. Scroll down to under Your tax returns & documents,
  3. Select Amend (change) 2020 return,
  4. Then Start amending my 2020 return.
  5. Then, select the reason you’re amending indicate you are changing or adding a tax form.
  6. Then it asks Which one of these forms do you need to add to your return? In this screen indicate my form isn't listed here.
  7. Then when you reach a screen that says Here's the info for your amended federal return. Go to the bottom of the screen where it says, add income. Select it.
  8. Here scroll down to investment income>show more
  9. Stocks, Mutual Funds, Bonds, Other (1099-B)>start
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April 18, 2021

Hi @DaveF1006 , I don't find the option "my form isn't listed here". Am I missing something?

April 22, 2021

To enter your securities sales information from your 1099-B, you can do the following:

  1. Go back into your program and select the Personal tab. 
  2. Then select Personal Income. 
  3. Select the blue box that says I'll choose what I work on
  4. Scroll down and select Update to the right of Stocks, Mutual Funds, Bonds, Other under the Investment Income section. 
  5. You will be able to select Add More Sales on the screen titled Here's all the investment accounts we have so far. 

Capital gains input

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