If you did not have any stock sales, you can simply select No on this question. Form 1099-B forms are issued when you have any long or short term stock sales during the year and are typically issued by brokerages. You may need to go back into the federal interview section to remove any input. You will delete the information in the federal interview section. Select Income & Expenses Scroll down through all income until you see Investment income Select Stocks, Mutual Funds, Bonds, Other If you have any entries, you will see them on the following page titled Your investment sales summary. If anything listed does not apply, select the trash can to the right to delete the input.

Question

The turbo tax questionaire asks if I have any investment designates as 1099-B, I dont

Forum|Forum|5 years ago
April 13, 2021
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JotikaT2

If you did not have any stock sales, you can simply select No on this question. Form 1099-B forms are issued when you have any long or short term stock sales during the year and are typically issued by brokerages.

You may need to go back into the federal interview section to remove any input. You will delete the information in the federal interview section.

Select Income & Expenses
Scroll down through all income until you see Investment income
Select Stocks, Mutual Funds, Bonds, Other
If you have any entries, you will see them on the following page titled Your investment sales summary. If anything listed does not apply, select the trash can to the right to delete the input.