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Form 1099-B: Entering withholdings and income


📚 What This Guide Covers

This guide explains what to do if you need to enter withholdings that SureFire does not support when working with Form 1099-B.

📊 Step-by-Step Guide

Step 1: Enter unsupported withholdings using the link icon

If you need to enter withholdings that SureFire doesn't support, use the link icon to add the amount.

If you need to enter withholdings that SureFire doesn't support, click the link icon, link in a block, and enter the amount in Notepad. SureFire adds the pad amount to the calculation.

Step 2: If you file a different 1040 form, update the actual form

Use this when you change which tax form you plan to file.

However, if you later decide to file a 1040A or 1040EZ instead of a 1040, you should do the same on the actual form.

📝 Additional Reference

For more information, see the instructions on Form 1040 and Schedule D (Form 1040).

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: federal,form