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Question

I do not have a 1099 B form, and i do not think i need one

Forum|Forum|5 years ago
June 29, 2020
1 reply
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TurboTax Deluxe Online

You only receive a form 1099-B if you have traded stocks through a stockbroker.

If you do not have a form 1099-B, you can just skip that section in TurboTax.

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I do not have a 1099-B but Turbo Tax wants me to fill out information on the 1099-B worksheet to update it. Please help! Thanks!

How do I delete the 1099-B worksheet? I did not receive a 1099-B from my broker and don't need one but Turbo Tax wants me to fill out this worksheet when it goes through the review process. I received a 1099-R because I had a conversion from Traditional IRA to Roth IRA. My broker said I'm not supposed to get a 1099-B for it ... just a 1099-R. Please help! Thank you!