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February 27, 2022
Question

1099-b

  • February 27, 2022
  • 1 reply
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    1 reply

    VolvoGirl
    Employee
    February 27, 2022

    What about a 1099B?  You have to upgrade to Premier to enter investment sales.

     

    Enter a 1099 B under

    Federal Taxes on left or Personal (Home & Business)

    Wages & Income

    Then scroll down to Investments and Savings

    Then Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) - click Start

    Then click Add Investments at the bottom

    Next screen hit Continue

    Then don't enter or pick a bank, at bottom click on Enter a Different Way

    Then pick box Stocks, Bonds, Mutual Funds - then Continue

    Enter the bank or broker

    Answer some general questions and Continue

    Then Continue a couple more screens and you finally get to the 1099B entry screen.

     

     

    March 1, 2022

    no.. First I have premiere...not business..... I got a transcript form the IRS . PIN is exactly as I stated. line 11is where you find the information, AGI... After typing all the stuff about my driver's license and routing components I get to the request for my AGI on the 2020 return. Turbo tax was not helpful at all. will send it in by snail mail. very disappointed

    VolvoGirl
    Employee
    March 1, 2022

    What is your question?  First you only said 1099 B.  Now you are asking about AGI.

     

    You need your 2020 AGI to efile 2021. The AGI is on 2020 1040 line 11. If you filed a Joint return you use the same AGI for each spouse.

    How to find the AGI.
    https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947

    If you didn't file 2020 or filed it later in the year or mailed it, then try entering 0 for the AGI. If that doesn't work you will have to print and mail your return.

    Or request a transcript from the IRS
    https://www.irs.gov/individuals/get-transcript