How do I report a stock sale when I don't have a 1099-B?

Forum|Forum|2 years ago
February 9, 2024
1 reply
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Unlike previous years, TurboTax Premier doesn't prompt with a question of whether I received a Form 1099-B.

JamesG1

I think that you are saying that you have access to an IRS form 1099-B but cannot locate how to update TurboTax Online Premium with your 1099-B information.

If so, In TurboTax Online Premium, access IRS form 1099-B information as follows:

Under Wages & Income, scroll down to Investments and Savings.
Click the down arrow and click Start/Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Other.
At the screen Let's finish pulling in your investment income, click on Add investments.
At the screen Let's import your tax info, select the name of your 1099-B provider, OR
Click Enter a different way to view other options for accessing your IRS form 1099-B.

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teb92Author

No, that's not it. There is no 1099-B as it was a private transaction between me and another individual. There was no intervening broker or financial institution involved.