help stuck! 1099 b. proceeds from broker barter exchange

Forum|Forum|11 months ago
April 5, 2025
1 reply
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my daughter needs to file taxes. received 1099 b for shares sold. she never received money. cant touch until age 21 this is a utma account. how to select what this is on turbo tax

ThomasM125

That would be an investment sale in TurboTax. You enter investment sales in the Wages and Income section of TurboTax, then Investment Income, then Stocks, cryptocurrency, Mutual Funds, Bonds, etc... Choose Stock, Bonds, Mutual Funds as the type of investment you want to enter. You can choose to upload your From 1099-B or you'll come to a screen where you can enter in your sales proceeds and cost basis.

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