Question

If I did not get a 1099-B form, how do I report my sales?

Forum|Forum|5 years ago
April 13, 2021
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TurboTax Premier Online

Employee

Start off entering your investment sale the same way as if you sold stock and got a 1099-B. The second screen will ask you if you got a 1099-B. Click No, and continue through the screens to enter the information about the sale. It will be shown on your tax return as a sale that was not reported on Form 1099-B.

But why did you not get a 1099-B? Did you sell something that a 1099-B is not normally issued for, or did you sell investments through a broker or financial institution that should have sent you a 1099-B? If you should have gotten a 1099-B but didn't receive it, contact the financial institution and ask for a duplicate copy of the 1099-B or equivalent statement.

C

ct2026

I sold stock from 1988 that I found a hard copy certificate of. I contacted Vermont unclaimed money and they in turn sent me the 5000$ for it (after a very long investigation by me on how to do this). Anyway, I contacted

Vermont and they don't send out forms so I added it into Turbo Tax manually.

J

JoannaB2

Yes, you may need the Form 1099-B to report your brokerage sales. You can contact your broker for a copy of 1099-B The form 1099B is used to report gain/s or loss from a sale of stock/s. But ff you can't obtain a copy of the form, you can enter the stock sales or import it in Turbo Tax:

In TurboTax Home screen, click Tax Tools, then Tools.
Under Tool Center, type in the search box 1099-B, click go.
Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2019?
f you see "Here's the info we have for these investment sales, select Add More Sales.
Answer NO to "Did you get a 1099-B or brokerage statement for these sales?" Or answer YES if you want to try to import it.