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LeonardS
April 2, 2022

Follow these steps to enter your stock sale in TurboTax when you did not receive a Form 1099-B.

 

  1. Open (continue) your return if it isn't already open.
  2. In TurboTax, search for 1099-B and then select the Jump to link in the search results.
  3. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2019?
  4. If you see Here's the info we have for these investment sales, select Add More Sales.
  5. Answer NO to Did you get a 1099-B or brokerage statement for these sales?  
  6. Follow the screen prompts to enter your information
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October 10, 2024

I followed the below prompts

After I got to "Add More Sales", there was NO prompt of "Did you get a 1099-B or brokerage statement for these sales?"

 

I found no way to add non-1099 sale of private business stock.

 

Help Please