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March 9, 2024
Question

B Shares sale but no 1099 B

  • March 9, 2024
  • 1 reply
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I was issued private shares in a company.  I sold them in 2023 and they withheld Fed taxes.  However, I have no idea how to enter this into turbo tax.  Someone mentioned form 8949 for sales of capital assets.  Where do I enter that?  And how do I report this sale if no 1099 is given.

1 reply

fanfare
Employee
March 9, 2024

you have to imagine a 1099-B and enter the sale with Box C or Box F marked on Form 8949.

Critter-3
March 9, 2024

If they withheld federal taxes then they must issue a tax reporting form of some kind.