How to add Form 8949 (Schwab note:  Report on Form 8949, Part II, with Box F checked)

To add an investment transaction not reported to you on a Form 1099-B, you will go through the same steps in TurboTax that you would if it had been reported on a Form 1099-B.  Make sure you are are working in your return:

• In the income section, Select Investments and Savings....
• On the page "Did you have investment income in 2024?"  Answer Yes
• On the page "Let's Import your tax info" click on "Enter a different way"
• Select "Stocks, Bonds, Mutual Funds" on the OK let's start with one investment type
• When asked "Which bank or brokerage is on our 1099-B?" Give a description of the investment for the bank or brokerage, leave the other fields blank. Click Continue
• Answer No to the next three questions
• Answer "Did you buy every investment listed...."
• Select "One by One"
• Continue past the "1099-B"
• On the page "Now, enter one sale..." for Sales section, select either "Long-term did not receive 1099-B form".  
• That will report your transaction on Form 8949 with Box F checked.