The income from investments on a 1099-B are posted to the Income & Expenses area of the return. Scroll to Stocks, Mutual Funds, Bonds, Other Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2020? On the OK, what type of investments did you sell? screen, select Stock, Bonds, Mutual Funds. Then select Continue. From here, you can import or manually enter your 1099-B. Answer the questions about your sales. Choose to Enter sales one by one when asked. On the Now, we'll enter one sale on your 1099-B screen, enter your info. After entering or importing your 1099 B be sure to review the detail. From time to time your broker does not know what your basis was (amount you paid for the investment), and it will be blank. This will result in owing excess taxes. You can be manually enter a correction.

Question

What page do i add my fidelity investments?

Forum|Forum|5 years ago
February 27, 2021
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JohnB5677

The income from investments on a 1099-B are posted to the Income & Expenses area of the return.

Scroll to Stocks, Mutual Funds, Bonds, Other
Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2020?
On the OK, what type of investments did you sell? screen, select Stock, Bonds, Mutual Funds. Then select Continue.
From here, you can import or manually enter your 1099-B.
Answer the questions about your sales. Choose to Enter sales one by one when asked.
On the Now, we'll enter one sale on your 1099-B screen, enter your info.

After entering or importing your 1099 B be sure to review the detail. From time to time your broker does not know what your basis was (amount you paid for the investment), and it will be blank. This will result in owing excess taxes. You can be manually enter a correction.

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