Enter your 1099-B using the instructions here. You will have the option to enter each sale individually, or you can choose to enter the form by sales section totals. Depending on how many transactions are on your Form 1099-B, choose the way you want to enter your transactions. See Having to Mail Form 8949 and Broker Statements.
The IRS will require a copy of your Form 1099-B if you’re reporting your transactions by sales section totals instead of reporting each one separately, and one of the following is true:
- You made adjustments to your investment income.
- Your cost basis isn’t reported to the IRS.
TurboTax will figure out if you need to provide the IRS with a copy of your 1099-B. If you do need to include this form, you’ll be prompted to upload a PDF copy after you enter your sales section totals in the investments section of TurboTax Online (TurboTax Desktop doesn’t support 1099-B upload). You can download or request a PDF copy of your 1099-B from your broker’s online account. Here’s how to attach a Form 1099-B to your tax return in TurboTax Online.
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