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Form 1099-B data entry
To enter information from Form 1099-B, Proceeds From Broker and Barter Exchange Transactions information, you can either:
- Use Source Data Entry.
- Use the following table to find where to enter the information.
Form field | Folder > Screen | Field | Statement column |
|---|---|---|---|
Applicable checkbox on Form 8949 | Income > B&D | Schedule for detail | 8949 Box |
Box 1a - Description of property | Income > B&D | Schedule for detail | Desc |
Box 1b - Date acquired | Income > B&D | Schedule for detail | Date Acq'd |
Box 1c - Date sold or disposed | Income > B&D | Schedule for detail | Date Sold |
Box 1d - Proceeds | Income > B&D | Schedule for detail | Sales Price |
Box 1e - Cost or other basis | Income > B&D | Schedule for detail | Cost/Basis |
Box 1f - Accrued market discount | Income > B&D | Schedule for detail | Adj to G/L, Adj Code = D |
Box 1g - Wash sale loss disallowed | Income > B&D | Schedule for detail | Adj to G/L, Adj Code = W |
Box 2 - Type of gain or loss | Income > B&D | Schedule for detail | 1099B Box 2 |
Box 3 - If checked, proceeds from: Collectibles or QOF | Income > B&D | Schedule for detail | Collectibles: Type = C, QOF: Adj Code = Y |
Box 4 - Federal Income tax withheld | Income > B&D | Schedule for detail | Fed W/H |
Box 5 - If checked, noncovered security | Income > B&D | Schedule for detail | 8949 Box = 2 |
Box 7 - If checked, loss is not allowed based on amount in 1d | Income > B&D | Schedule for detail | Adj to G/L, Adj Code = L |
Box 11 - Aggregate profit or (loss) on contracts | Income > 6781 | Section 1256 contracts marked to market | Loss/Gain Entire Yr |
Box 12 - If checked, basis reported to IRS | Income > B&D | Schedule for detail | 8949 Box = 1 |
Box 13 - Bartering | |||
Income > Income | Other income | Amount | |
Business > C | Other income | Amount | |
Rent & Royalty > Rent | Rent and royalties | Amount | |
Farm > F | Farm income | Amount, Sales Code = 5 | |
Farm Rental > 4835 | Income from production | Amount | |
Box 14 - State name | Income > B&D | Schedule for detail | State |
Box 16 - State tax withheld | Income > B&D | Schedule for detail | State W/H |
This article applies to:
- Product: UltraTax CS
- Return type: 1040 Individual
- Tax jurisdiction: Federal
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