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April 15, 2022
Question

I did not receive a 1099 B and I need to record an investment loss. Where do I do this?

  • April 15, 2022
  • 1 reply
  • 0 views
I don't know where to put a 3,000 investment loss on my taxes  I did not receive a 1099B

1 reply

DoninGA
Employee
April 15, 2022

To enter an investment sale -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Under Investment Income
  • On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B), click the start or update button

Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales

fanfare
Employee
April 15, 2022

enter the transaction as if you did get a 1099-B (select " I didn't get a 1099-B").

TurboTax calculates the allowable loss for you.