Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
R
rmeyer
March 27, 2025
Question

1099-B "how did you receive this investment?" - These were stock options as an employee, none of the options fit this. What should I select?

  • March 27, 2025
  • 1 reply
  • 0 views
No text available

    1 reply

    KrisD15
    KrisD15
    March 27, 2025

    You should have encountered a screen asking if it was employee stock before you entered the 1099-B

    The screen may look a little different depending on the TurboTax version you are using.

     

     

     

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    R
    rmeyerAuthor
    March 28, 2025

    Hi @KrisD15,

    I am using TurboTax Premium 2024 online.  Here is the UI, there is not an option for employee stock:

     

    One of the other options under "What type of investment did you sell?" is Options but that just narrows the next choice to 2 (I purchased it or I received it in a divorce settlement).

     

    Thank you for your help.

     

     

      T
      ThomasM125
      April 1, 2025

      You would say you purchased it, as you had pay for the shares.

      **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
      TurboTax Sign In Widget
      TurboTax flag icon

      Unlock tailored help options in your account

      Create an account
      TurboTax Expert Assist
      TurboTax Expert

      Get answers to all your tax questions

      Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

      Terms & ConditionsCookie settingsAccessibility statement
      Intuit
      TurboTax Credit Karma QuickBooks MailChimp

      ©1997-2022 Intuit, Inc. All rights reserved.
      Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
      of Intuit Inc. Terms and conditions, features, support, pricing, and service options
      subject to change without notice.

      Security Certification of the TurboTax Online application has been performed by
      C-Level Security.

      By accessing and using this page you agree to the Terms of Use.

      Accessibility

      TRUSTe nResult Certified e-File C-Level Security Certification