P>With TurboTax, it's easy to import your investment results. Before we jump into the demo, there are two helpful things to know. First, clients can save up to $20.00 on TurboTax products. To receive your discount, access TurboTax by logging into your account. Point to the "My Account" tab and then select "Tax Center". Next, select the TurboTax banner on the right side of the screen. Second, we expect to have all forms available online in our Tax Center by February 15th, 2019, and mailed by the IRS deadline. Now, let's start importing your investment results. To begin, you need two pieces of information: your account number and your 1099 document ID. To find your account number, log in to your TD Ameritrade account. Then, on the client services tab, select "Personal Information". The number is listed under "Account Information". Your 1099 document ID information can be found on the form you received for tax year 2018. The document ID is located in the top right corner, and the account number is located at the top in the middle of the document. You can also access a copy of this form through the TD Ameritrade mobile app. Go to the accounts tab, select "Documents" and then "Tax Documents". If you have trouble locating your document ID or account number, call 866-9900. Once you have your account number and document ID, sign into your TurboTax online account by following the directions earlier in the video. To start, follow the prompts to fill in or verify all of your personal information. To import your investment results, select "Federal" and then "Wages and Income" from the "Your Income" page. Select "Add More Income" and then "See List of All Income". Additional income options appear under "All Income". Scroll down to "Investment Income" and select "Show...
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1099 B Form: What You Should Know
Form 1099-B: Proceeds From Broker and Barter Exchange — In general, the 1099-B form is required to identify each person to whom you sold securities.
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How to complete any Form 1099-B online: - On the site with all the document, click on Begin immediately along with complete for the editor.
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Video instructions and help with filling out and completing 1099 B Form
