Where do I find the Document ID number on a report from Baird Stock Broker for a 1099-B form?

Not all brokers provide the option for a Document ID. It is possible that you do not have a Document ID on your form. It should specifically be labeled as "Document ID".

There are other options to enter your 1099-B.

Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.

You'll enter the summary info instead of each individual transaction. Select your product below for instructions:

TurboTax Online

1. Open or continue your return (if it's not already open) and search for stock sales
2. Select the Jump to link in the search results
3. Answer Yes to Did you sell any of these investments in 2022?
   • If you land on Your investment sales summary, select Add more sales 
4. On the OK, let’s start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue
5. On the Let's import your tax info screen, select I'll type it myself
6. Step through the interview and select Sales section totals when prompted to choose how to enter your sales
7. You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Continue
8. You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen