Form 1099B

Form 1099-B is reported in TurboTax under the Investments and Savings Section of Wages & Income.  TurboTax automatically completes Form 8949 when you enter your stock sales.  If you would like to import your 1099-B, review the TurboTax Help article Where do I enter or import a 1099-B?. 

Follow the steps below to enter your 1099-B:

1. Launch TurboTax
2. Select Federal and Wages & Income
3. Select Add more income
4. Select the dropdown by Investments and Savings
5. Select Start/Edit by Stocks, Bonds, Mutual Funds (1099-B) Please note that you may have to upgrade to TurboTax Premium
6. TurboTax will guide you through the screens to enter your 1099-B.

For more information on broker transactions, ‌ refer to the TurboTax article What is Form 1099-B: Proceeds from Broker Transactions?