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February 15, 2021
Question

What do I do with form 1099Bworsheet?

  • February 15, 2021
  • 1 reply
  • 0 views
How do I fill it out?

1 reply

DaveF1006
February 15, 2021

You would not fill out a 1099-B worksheet. Instead you will enter your 1099-B in the program and the worksheet will be filled out automatically.

  1. Open (continue) your return if it isn't already open.
  2. In TurboTax, search for 1099-B and then select the Jump to link in the search results.
  3. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2020?
    • If you see Here's the info we have for these investment sales, select Add More Sales.
  4. Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
  5. At Let's get your tax info, choose how you want to enter your 1099-B (import or type it in yourself).
  6. Follow the instructions.

 

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