How to Enter 1099-Consolidated in TurboTax

This Video is a clip from our TurboTax Live Stream that we do Every Monday at 4PM PST.
The Link is Listed Below:
kzbin.infoT_wlGqXm...
A viewer asked how to file TurboTax Online with a 1099-Consolidated so This Clip shows how to do that.
Please Use Our TurboTax Link: www.tkqlhce.com/click-1006838...
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The 2 Links Below are the Stock Videos that were referenced in the video:
🔴 How to report sale of ESPP and RSU on tax return - TurboTax #1: • How to report sale of ...
🔴 How to report sale of ESPP and RSU on tax return - TurboTax #2: • How to report sale of ...
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Disclaimer: The information provided in this video is for informational purposes only and is not meant to take the place of professional legal, accounting, or financial advice. If you have any legal questions about this video or the subjects discussed, or any other legal matter, you should consult with an attorney or tax professional in your jurisdiction (i.e. where you live).
#IRS #1099 #turbotax

[@eataxresolutions]

Hello Everyone! Just as a reminder if you have a question about TurboTax or filing I will be doing these Live Streams every Monday at 4PM PST. Be sure to stop by and ask your question in chat so I can help you out! If you want to help our channel outplease use TurboTax through our link! Our TurboTax Link: www.tkqlhce.com/click-100683865-11557904?url=https%3A%2F%2Fturbotax.intuit.com%2Flp%2Faff%2F4049%3F%26priorityCode%3D6099000412

[@jessicafuller6564]

I found that it didn't give you a place to enter federal taxes withheld when you enter by section- it does when you list each sale individually, but the consolidated form doesn't show which federal tax withholding amount applies to which sale (I can figure it out on days when there was only one sale, but an example is on 8/14 it just lists 12 amounts- none are attributed to a specific transaction. So I have no idea where to put these :/

[@bigjeff870621345]

Tax man, I transferred an old old traditional Ira that I have not contributed to since 2014 to fidelity in 2023, will I be receiving a tax form from the old broker for the transfer, or can I file?

[@eataxresolutions]

wait for the form.

[@lcavit]

This one section is killing me because my consolidated 1099 is different than my form 1099B and also different from the supplement. 😫 Do you ever take Zoom appointments for a fee, just to go over this one section, à la cart tax advice, so to say? 😂

[@eataxresolutions]

Yes! Give us a call 800-245-0596

[@hongotedesco8931]

I have a 1099-cons from a brokerage that has the usual 1099-DIV and 1099-INT. But it also has a 1099-misc. It has something to do with an investment in tax free munis. The 1099-MISC just has one number in line 8 "Substitute payments in lieu of dividends or interest". How do I enter this into turbotax? If I say "add a 1099-MISC" it goes down this rabbit hole of "what kind of business is this for?", when this has nothing to do with any kind of business.

[@eataxresolutions]

Hey! I went over your comment in my most recent livestream! Hope this helps! If you have any other questions I go live every Monday at 4P.M. PST. Be sure to stop by and ask your TurboTax Question. The link is time stamped to when i answered your question. kzbin.infoozFJYOmHHdI?si=hP9nN2t5Oj21iyvi&t=3097

[@hongotedesco8931]

@@eataxresolutions Yeah, thanks. I think the mistake I was making was entering the amount from box 8, in another box (box 1 maybe?) and that's what sent me down the rabbit hole. So it was just a mistake on my part.