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June 1, 2019
Question

I have a 1099-B, but no 1099-R, How do I complete my tax return?

  • June 1, 2019
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June 1, 2019

If you were expecting to receive a Form 1099-R, but haven't received it, you should contact the payer to request a copy of the document. You will need the form in order to complete your return.  

Income reported on 1099-B  "Proceeds From Broker and Barter Exchange Transactions" is reported as Investment Income. To access this section of your return, type "1099-b" into the search box, and click the "Jump to 1099-b" link. Follow the program prompts to complete your entry.