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March 25, 2024
Question

Form 1099-B Which Type of Investment Did You Sell

  • March 25, 2024
  • 2 replies
  • 0 views

My 1099-B is for the sell of US Treasury NOTES.  Which of the drop down menu items do I click?  I have looked everywhere and cannot find the answer.  Thank you in advance for your help.

 

Stocks (non-employee)

Crypto

Mutual Fund, Index Fund or ETF

Bonds

Options

 

 

    2 replies

    Employee
    March 25, 2024

    Choose bonds. 

    Stacy93Author
    March 25, 2024

    Thank you!

    March 25, 2024

    Select Bond from the dropdown list.  See the instructions and an image below for assistance.

     

    Investments and Savings > Edit/Add > Scroll to select 'Add investments' if you already have items in the list

    Select 'enter a different way' > Select Stock, Bonds, Mutual Funds > Continue 

    Enter the Bank or brokerage > EIN > Continue through the screens until you see 'Now choose how to enter your sales > One by One

                            

     

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