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February 27, 2025
Question

i am in Turbo Tax and have finished everything. But I need to know where to navigate to enter my 1099-BI hope someone canhelp.

  • February 27, 2025
  • 2 replies
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    2 replies

    February 27, 2025

    To enter the form manually In TurboTax Online, follow these steps:

     

    1. Down the left side of the screen, click Federal.
    2. Down the left side of the screen, click Wages & Income.
    3. Click the down arrow to the right of Investments and Savings.
    4. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
    5. Click Add investments.
    6. On the Let's import your tax info screen, select Enter a different way.
    7. On the OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue.
    8. At the screen Which bank or brokerage, enter the information.  Click Continue.
    9. Do these sales include any employee stock, enter No.
    10. Do you have more than three sales, enter Yes.
    11. Do these sales include any other types of investments, enter No.
    12. Did you buy every investment listed, enter Yes.  Continue.
    13. On the screen Now, choose how to enter your sales, select One by One.  Select Continue.
    14. At the screen Look for your sales on your 1099-B, select Continue.
    15. Enter the IRS form 1099-B information.

     

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    VolvoGirl
    Employee
    February 27, 2025

    What version are you in?  If you have the Online version you need to use Premium to enter a 1099B and investments.  So you may have to upgrade from Deluxe or the Free Edition.