How do I file form 8949? Amounts reported went into my 1099-B, but instructions state this should be filed separately. How to best proceed with TurboTax in this setting
How do I file form 8949? Amounts reported went into my 1099-B, but instructions state this should be filed separately. How to best proceed with TurboTax in this setting
Form 1099-B is the form your broker sends you. It reports your investment sales. You report the information on your Form 1099-B on your tax return by completing Form 8949. To enter your Form 1040 in TurboTax:
Click on "Search"
Type "1099-B" in the search window and hit "Enter"
Click on "Jump to 1099-b"
Answer "Yes" to Did you sell any investments in 2024?
Answer "Yes" to "Did you get a 1099-B or a brokerage statement for these sales?"
You can either download your 1099-B information or Enter it yourself.
TurboTax will guide you through the rest of the process of reporting your investment sales.
**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"