Etrade 1099 div

A Form 1099-B Proceeds From Broker and Barter Exchange Transactions or Form 1099-DIV Dividends and Distributions should be received at the end of the tax year from the financial institution handling the UGMA/UTMA account to report any interest or earnings on the account.

Converted to VG brokerage in September so have the old and trusty 1 page 1099-DIV with one line income for each of our 3 funds (Box 1a, Box 1b, etc. headings for the first 8 months of 2023. Then have the 4 month 8-page brokerage 1099-DIV with mismatching Dividends and Distribution amounts on the summary page vs. the individual fund total pages.A 1099 consolidated tax statement combines multiple 1099 forms—1099-INT, 1099-DIV, 1099-OID, 1099-B, and/or 1099-MISC—into a single, multi-page document. Some consolidated statements include all 5 forms, while others only include the 1099s the IRS requires for that client. If your brokerage uses consolidated statements, you should get yours ...1099 INT is for interest (for Robinhood purposes this should only apply if you have a Cash Management account) 1099 DIV is for dividends, if your dividend income exceeds a certain cutoff (i believe $5k annually) or if you hold shares in an S-corp / MLP or certain commodity ETFs, you'll have to file with a Schedule K1 and Form 1065.Starting in 2022, selling as little as $600 worth of stuff on a site like Ebay, Etsy or Facebook Marketplace, will prompt an IRS 1099-K. By clicking "TRY IT", I agree to receive ne...In the Dividends and Distributions section of your Form 1099, you may have a value in Box 12: “Exempt-interest dividends.”. This value represents dividends received from ETFs like MUB, which hold a broad range of U.S. municipal bonds that pay federal tax-exempt dividends. Because the underlying bonds that result in these dividends represent ...Ok, I got it. Except, before i enter the 1099 DIV, my Fed. Refund box said $715. 1. I entered the div amount in box 1a, my Refund box went down to $603 - that's ok. 2. But when I entered the div amount in box 1b ( exact same amount as in 1a), now I have a Federal Tax Due of $44. This doesn't make sense to me.A 1099-DIV summarizes your taxable dividend income. When will I get Form 1099-B? Brokers are required to send a 1099-B and composite 1099s by February 15 [0]. .. Depending on the type of investing ...

The purpose of the 1099-DIV Form is to report dividends paid over the tax year by a domestic or qualifying foreign corporation. It is obligatory to file a 1099-DIV form if capital gain dividends, exempt-interest dividends, or other distributions surpassing $10 have been paid out to a recipient. The 1099-DIV form is also needed when there have ... Cost basis is the total amount that you pay to buy a security. It includes the price of the security, plus adjustments for broker commissions, fees, wash sales, corporate action events, and other items that may affect your investment. You need cost basis information for tax purposes—it's used to calculate your gain or loss when the security ... We would like to show you a description here but the site won't allow us.2023 tax year, you may not necessarily receive Form 1099-DIV. However, any distributions you did receive will appear on your year-end statement. You are required to report these items on your tax return. Generally, the income dividends paid during 2023 by the various Morgan Stanley municipal bond and municipal money market funds wereThe Internal Revenue Service's 1099 forms are used to report payments that may be taxable income to the recipient. Since many withdrawals from individual retirement arrangements ar...You import your 1099-R into TurboTax because Etrade is listed as participating in our TurboTax Partner program. Please see the instructions in the FAQ below if you would like to import your 1099-R into TurboTax.Sort of. I have 2 Etrade accounts, but they share a login. One has a 1099-consolidated with only dividends to report. Turbotax started pulling this one around the time you posted. My other account has a 1099-consolidated with a 1099-Div and 1099-B with lots of trades. It doesn't import to Turbotax, and using Turbotax's upload feature only works ...Your consolidated 1099 tax form will show all your reportable income and transactions for the tax year. It could include some or all of the following five forms: Form 1099-INT: Reports all interest income earned on bonds, CDs, and cash in your brokerage account. Form 1099-DIV: Reports dividends received from stocks, mutual funds, and capital ...

Start by checking if your financial institution or brokerage is a TurboTax 1099 partner (opens new page; scroll down and select the 1099/1098 Partners tab). If your institution isn't on the list, you won't be able to import. Verify your partner: Make sure you're selecting the correct partner in TurboTax. Some have similar-sounding names but are ...The purpose of the 1099-DIV Form is to report dividends paid over the tax year by a domestic or qualifying foreign corporation. It is obligatory to file a 1099-DIV form if capital gain dividends, exempt-interest dividends, or other distributions surpassing $10 have been paid out to a recipient. The 1099-DIV form is also needed when there have ...1099-DIV forms with $$ in box 11 are usually from Mutual Bond Funds that get tax-exempt income from a mixture of states....and selection "More than one state" is always acceptable. Other optional procedures ( if you do not live in IL, CA or MN):My other account has a 1099-consolidated with a 1099-Div and 1099-B with lots of trades. It doesn't import to Turbotax, and using Turbotax's upload feature only works for the dividends, not the sales. ... This is an E*Trade problem and not H&R Block it appears. Even though the 1099-B and CSV is available for download, doesn't look like things ...Per TurboTax: Your federal tax-exempt interest automatically transfers to your Connecticut return. In rare situations, however, an addition to Connecticut income is required for any interest or dividend income on obligations or securities of any authority, commission, or instrumentality of the U.S. which federal law exempts from federal income ...

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Once you receive your 1099 form from your broker or banker, you will need to complete your tax return 1040NR with the information from the 1099-B, 1099-Int or 1099-Div forms you received. Remember, it's vitally important you report your investment income tax on your tax return. Doing so will keep you compliant with the tax authorities.A consolidated form can include the information reported on forms like 1099-B, 1099-INT, and 1099-DIV. All of this is used on Form 1040 and Form 8949. ... If you sold stock, crypto, or other assets this year you should expect to receive a 1099 form from your brokerage or exchange. The form might be a 1099-B or a consolidated form grouping ...The 1099-Div Worksheet now acts properly and doesn't ask for an entry for line "d" in box 6 if the box on line "a" is checked (opting for deducting foreign taxes on Schedule A). No longer a need to enter a zero on line "d" if you opt for Schedule A treatment. ‎June 6, 2019 5:16 AM. 0 25,117 Reply. Bookmark Icon. nandyvanguard. New Member ...Here are instructions and line item descriptions for the information reported to the IRS on tax forms 1099-DIV, 1099-MISC, 1099-INT, 1099-B, and 1099-OID. These are IRS instructions that we are required to provide to you. 2022 Tax Reporting Statement Instructions NOMINEES Nominees (Form 1099-DIV, Form 1099-INT, and/or Form 1099-OID):1099 Forms. If your account had more than $10 in dividends or more than $20 in sales during the tax year, you received IRS Form 1099-DIV or 1099-B from Computershare. This form is required for filing your taxes. To help you navigate the form, check out the following guides: 1099-DIV guide; 1099-B guide; 1099-DIV video walkthrough; 1099-B video ...I have a question relating to form 1099-DIV. When entering dividend income in TT, it asks: "Enter the amount of dividends reported on Form 1099-DIV for FUND that represents interest from US Government obligations". One of my funds is with Janus Henderson - on their "2019 Dividends Derived from U.S. Government Obligations" they list Percentage ...

1099-DIV, 1099-B and 1042-S The 1099-DIV statement is sent by January 31st each year, except for reporting amounts under $10.00. The 1099-B statement is sent by March 15th each year for all reporting amounts per the IRS. The 1042-S statement is sent by March 15th each year except for reporting amounts under $1.00. For more information about these …The 1099-DIV is for dividends and capital gain distributions." Keep in mind that if you have more than one brokerage account, you're required to collect those documents for each account.You must file Form 1099-DIV (with a Form 1096) with the IRS for each of the other owners to show their share of the income, and you must furnish a Form 1099-DIV to each. A spouse is not required to file a nominee return to show amounts owned by the other spouse. See the 2021 General Instructions for Certain Information Returns.1099-DIV from E*Trade. E*Trade just issued 1099-DIV for the 2021 tax year. Looks like all of the QYLD “dividends” have been classified as non-qualified and not Return of Capital. …Form 1099-DIV Lists the amount of taxable income or capital gains you received in 2023. A Form 1099-DIV was sent to you only if you received more than $10 in taxable distributions in 2023. Even if you didn't receive a Form 1099-DIV, the IRS requires that you report taxable earnings on your income tax return. Form 1099-BBy: Dale Bye. If you receive more than $10 in dividends from stocks and mutual funds you own in a brokerage account, you will get a Form 1099-DIV from your broker. Your broker sends the same form ...I am being asked state name and state ID to fill 1099 form. Should i add state ID of payer or recipient ? Topics: TurboTax Premier Online; posted ‎June 3, 2019 5:09 PM. last ... 1099-DIV Payer and Recipient Addresses Reversed. Geekay2. Returning Member. What is a Package ID and what is a Document ID? I only have i see Payers TIN Recipients ...April 1, 2024. January 31, 2024. Form 1099-DIV Guide - Filing Season 2024 Form 1099 Deadlines (TY2023) Please note that these are just the federal deadlines. Please verify with your state for any state requirements and the proper submission methods. Many states participate in the Combined Federal/State Filing program for the submission of ...

For example, brokerage firms must report cost basis and the type of capital gain (short-term or long-term) on Form 1099-B for the sale of stocks, bonds, options and other securities depending upon their purchase date. Investors should receive a copy of any 1099-B from their brokerage firm by February 15 for the previous tax year.

The following steps will enable you to enter or review information from Form 1099-DIV Dividends and Distributions: From within your TaxAct return ( Online or Desktop), click Federal. On smaller devices, click in the upper left-hand corner, then click Federal. Click Investment Income in the Federal Quick Q&A Topics menu to expand, then click ...An investor can contribute to an IRA account by transferring funds online from a bank or brokerage account, sending a check, or completing a wire transfer. For more information about ways to make a deposit to an account, see the Help topic, Contribute to an IRA account. An investor is allowed to contribute 100% of earned income up to the annual contribution limit.I have a 1099 from a Brokerage Firm. Part of my dividends are from foreign stocks, both registered in the UK. The UK does not withhold taxes on the dividends, due (I believe) to a treaty with the US. On my 1099, the foreign dividends are mixed with dividends from US (domestic) stocks, so I get only one number.Choose how you'd like to enter your 1099-DIV: If you want to import your form, select your bank or brokerage from the list, enter your sign-in info for your online account, and select Get my form . If you'd rather manually enter your form, select Enter a Different Way, select 1099-DIV, then Continue. Follow the on-screen instructions to enter ...Required open order adjustments for certain corporate actions (e.g., ex-dividend dates and stock splits) will be performed prior to reentered orders being sent to market. ... not settled trade. If applicable, sell trades that are executed, not settled will be reported on your E*TRADE 1099 for 2023. Line of Credit accounts: Line of Credit (LOC ...IRS Form 1099-DIV (Dividends and Distributions) is a tax form documenting dividends or earnings from investments worth more than $10. The form is also used to report earnings of $600 or more from the sale of liquidated assets. Brokerage firms send 1099-DIV forms to investors, who are required to report the information contained on their annual ...Section 199A dividends are a slice of the pie of dividends. The full pie of dividends, "total ordinary dividends," is reported in Box 1a of Form 1099-DIV. Since Box 1a reports all of the dividends, Box 5 must be equal to or less than Box 1a. There is no income limit (taxable income, MAGI, or otherwise) on the ability to claim the Section ...Your 1099 Consolidated Tax Form consists of several sections which are summarized below in the order in which they appear on the form. Sections reportable by Janney directly to the IRS are indicated where applicable on your 1099 Form. 1099-DIV: DIVIDENDS AND DISTRIBUTIONS This section includes all dividend income receivedBest Brokerage Accounts Best Brokers for Beginners Best IRA Accounts ... There's also the 1099-INT, which reports interest income, the 1099-DIV, which lists dividend income, and the 1099-C, which ...

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If your 1099-DIV is 0, you don't need to report it. This is common if your broker sends a combined 1099 with your 1099-B / 1099-INT / 1099-MISC as well. I'm not sure why a broker would exclusively send a blank 1099-DIV. You may find these links helpful: I am a bot, and this action was performed automatically.By: Dale Bye. If you receive more than $10 in dividends from stocks and mutual funds you own in a brokerage account, you will get a Form 1099-DIV from your broker. Your broker sends the same form ...Incorrect State Address on 1099-B and 1099-DIV from ETrade (Is it an issue?) Unsolved A while back I set up an etrade account using an address while I was a student in Pennsylvania. I ended up moving to Florida which is my current residence and was my residence for all of 2021. I never changed the etrade residence or mailing address from ...Your broker typically sends you a 1099-DIV form that lists the dividends you've received from your stocks, and you simply report those dividends as income on your tax return. That simple process ...You import your 1099-R into TurboTax because Etrade is listed as participating in our TurboTax Partner program. Please see the instructions in the FAQ below if you would like to import your 1099-R into TurboTax.We would like to show you a description here but the site won’t allow us.Think you have the culinary chops to be on TODAY? Post a video of your best cooking demo, share links to past live TV appearances and show why you should join us in the TODAY kitch...Box 1: Conversion amount. Box 2a: Conversion amount. Box 2b: Taxable amount not determined, total distribution both checked. Box 7: Code 2. IRA / SEP / SIMPLE: X. The way my 2023 1099-R shows won’t impact my taxable income, however it is a roadblock as Turbotax Online will only show the 8606 with $6,500 basis but I cannot enter the …dividend by the time you must file Form 1099-DIV, the entire payment must be reported as a dividend. See the regulations under section 6042 for a definition of dividends. Exceptions You are not required to report on Form 1099-DIV the following. 1. Taxable dividend distributions from life insurance contracts and employee stock ownership plans ... ….

Form 1099-B. Income received from brokerage transactions and barter exchanges will be reported on a 1099-B form. It itemizes all the transactions made during the tax year, and individual taxpayers use that information to calculate their gains and losses on Form 8949. The sum total will be reported on Schedule D of your tax return.Form 1099-DIV is a tax document financial institutions use to report dividends and distributions to both the investor (that's you) and the IRS. When you own dividend-paying stocks or a mutual fund that makes a capital gains distribution, you'll receive IRS Form 1099-DIV in the mail.01/10/24. Summary: The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches. It should come as no surprise that many Americans take a dim view of paying taxes.1 Still, the saying coined by Ben Franklin more than 200 years ago—"Nothing is certain except death and taxes"—rings true today: Taxes ...Shareholders will receive a 1099-DIV and the amount will be reported to the Internal Revenue Service. I did not receive my dividend check. ... is owned under your name, contact Computershare Investor Services at (800) 317-2512. If the stock is owned through a brokerage firm (held in "street name"), contact your financial advisor. How many stock ...The value of your investment will fluctuate over time, and you may gain or lose money. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. Fidelity consolidates several 1099 forms - the 1099-DIV, 1099-B, 1099-INT and 1099-MISC - into one tax reporting statement. This infographic highlights 9 key things to ...Taxpayers typically use Schedule B to report ordinary dividends and taxable interest received for the year. For instance, if you receive a Form 1099-DIV or Form 1099-INT from Schwab, you may need to attach Schedule B along with your Form 1040. SCHEDULE B (Form 1040)2022. Interest and Ordinary Dividends.Feb 15, 2021 · Select Edit to the right of the applicable sale. The next page will say Now, we'll enter one sale on your 1099B. On the area titled Sales section, be sure to use the pull down arrow to select short-term gain as reported on your 1099-B. This will ensure your stock sale matches the amounts and classifications as reported on your 1099-B. This makes a wash sale, so your basis is adjusted upwards to $538k. You sell for $696k. Your total proceeds are 388k + 696k = 1084k. Your total cost basis is 500k + 538k = 1038k. Your wash sales disallowed are $112k. Your net taxable gains are 1084k - 1038k + 112k = 158k.You’ll receive Form 1099-R, the second form, during the years you take distributions from your Roth IRA. The IRS requires you to submit Form 1099-R when you file taxes. If you took a distribution before age 59.5 or before owning the Roth IRA for at least five years, you’d pay taxes on the income. Otherwise, you’ll receive Form 1099-R but ...If you hold any kind of mutual funds or other equity investments you may receive qualified or ordinary dividends on tax form 1099-DIV. That form also contain... Etrade 1099 div, Hello, H&R block is telling me: Tax Advice•ETRADE SECURITIES LL - Box 3 on Form 1099-DIV is a nontaxable return of cost. Please reduce your cost or other basis by this amount., Expect Separate 1099 Forms. You will likely receive 1099s from both Schwab and TD Ameritrade for all accounts with taxable activity. They may arrive separately and on different dates. The tax form from TD Ameritrade will include pre-conversion reportable activity, and the tax form from Schwab will include post-conversion reportable activity., "If your financial institution is a TurboTax 1099 Import Partner, you'll likely be able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2023. And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2023., In the federal 1099-DIV entry screen there is a check box to say you have other entries, in particular Box 12, exempt interest dividends. The next screen asks if a portion of the dividend includes US Government interest. If the mutual fund satisfies the 50% plus criterion, you check that box and enter US govt. interest on the next screen. ..., We created this 1099 Information Guide to help streamline tax preparation and ensure accurate reporting of dividends, income, and taxable gains and losses. This document clarifies items that may be of particular interest to you when filing your 2023 taxes. Use the interactive table of contents to navigate the document. 1099 Information uide. , Mailing Address: Incorporation Details: The CIK for E Trade Financial Corp is 1015780. Central Index Key (CIK) is used to identify corporations who have filed disclosures and other filings with the SEC. The Employer Identification Number (EIN) for E Trade Financial Corp is 94-2844166. EIN numbers are also referred to as FEIN or FTIN., Did e-trade give you an official 1099-div or a substitute they printed or formatted themselves -- in which case they may also have failed to update the labels?) Any liquidating distribution you receive is not taxable to you until you have recovered the basis of your stock. After the basis of your stock has been reduced to zero, you must report ..., The deadline for your broker to send Form 1099-B to you is February 15, 2024. This is a slight change from previous years when financial institutions were required to postmark it to you by January 31. Despite this change, you’re still on the hook to file your taxes on time. The deadline for this coming tax season is April 15, 2024., The Schwab 1099 does not have that level of detail. It shows detail between qualified and non-qual (for all funds, domestic and international) and it has a Foreign Tax Paid and Income Summary that only shows total dividends (no qual vs non-qual breakdown). In Turbotax, I am being asked for the amount of qualified foreign dividends while ..., ADR fees are charged only if the ADR is held on the "Record Date". This is similar to how dividend payments are made based on the record date. Instead of the company paying the shareholder in this case a fee charged by the custodian. When the depository makes the ADR fee announcement it will publish the Record Date., 1099-DIV: Ordinary dividends of $10 or more from U.S. and foreign corporations, capital gains distributions, mutual fund dividends, federal and foreign tax …, There are two possibilities, the first is that the rep is wrong, and it will appear in Q1-Q3, and the second is that 1099 was incomplete, like last year. Last edited by student on Sat Feb 10, 2024 12:08 pm, edited 1 time in total. kxl19. Posts: 248. Joined: Wed Mar 13, 2013 5:41 am. Re: Etrade 1099 issues again., A 1099-DIV summarizes your taxable dividend income. When will I get Form 1099-B? Brokers are required to send a 1099-B and composite 1099s by February 15 [0]. .. Depending on the type of investing ..., Form 1099-DIV is a record that financial institutions send to investors and the IRS to report dividends and distributions. Here's how it works and how to use it., Also, eTrade's 1099-B contains a section 'Unknown Term Gains' and I am not sure how to deal with it. Topics: TurboTax Premier Online; posted ‎February 15, 2021 12:41 PM. last ... That looks like an entry that came from a form 1099-DIV. This form is used mostly to report dividends, but it also reports capital gain distributions from mutual ..., 01/10/24. Summary: The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches. It should come as no surprise that many Americans take a dim view of paying taxes.1 Still, the saying coined by Ben Franklin more than 200 years ago—“Nothing is certain except death and taxes”—rings true today: Taxes ..., 1) ESPP: The "Adjusted Cost Basis" in ETrade Supplemental Form is different from "Cost Basis" in 1099-B. Should I correct those entries as well to the "Adjusted Cost Basis" in TT" and choose ""My 1099-B reports incorrect cost basis"? 2) RSU: The "Cost Basis" is 0 , so should I just correct it to Adjusted cost basis in TT? Thanks again., Dividends and distributions. A common reason for receiving a 1099-DIV form is because some of the investments you own paid dividends during the year. You won’t file the 1099-DIV with the Internal Revenue Service, but you will need the information it reports when preparing your tax return. 1099-DIV reporting., Depending on what income you generate through the brokerage, you may see information about your dividends (1099-DIV), interest (1099-INT), stock sales (1099-B), or even miscellaneous payments ..., importing 1099-consolidate from eTrade. etrade has made 1009s available. I can see my 1099-consolidated but when I go to import in turbo tax it saying there isn't any tax related info to import. can you import a consolidated 1099 from eTrade? they list 1099-B, 1099-DIV, 1099-INT, 1099-MISC, and 1099-OID.. seems I used to be able to import a ..., My other account has a 1099-consolidated with a 1099-Div and 1099-B with lots of trades. It doesn't import to Turbotax, and using Turbotax's upload feature only works for the dividends, not the sales. ... This is an E*Trade problem and not H&R Block it appears. Even though the 1099-B and CSV is available for download, doesn't look like things ..., 1099-DIV 1099-B Mailed by 1/31/2024 These forms are combined into one mailing to help make it easier for you to prepare your tax returns. Form 1099-DIV reports any dividend and capital gain distributions from your J.P. Morgan mutual funds, excluding retirement plan accounts. Form 1099-B is found at the bottom of, Follow. If you want to import your tax documents (1099-R, 1099-B, and 1099-DIV) to TaxAct, select "Stock data import" from the "Investment Income" section of the Federal Q&A tab. Link below. TaxAct - Entering Stock Transactions. You can find any tax documents you qualify for in your Document Center. Facebook., Yes. Any amounts rolled over directly from a pre-tax employer plan into a Traditional or Rollover IRA are reportable, but not taxable. The former employer will send IRS Form 1099-R, which reports the plan distribution. E*TRADE will then send IRS Form 5498 by May 31 of the following year, reporting the incoming rollover to offset the distribution., If you are required to file Form 1099-DIV, you must provide a statement to the recipient. For information about the requirement to furnish statements to recipients, see part M in the 2020 General Instructions for Certain Information Returns. Pursuant to Regulations section 301.6109-4, all filers of this., Hello, H&R block is telling me: Tax Advice•ETRADE SECURITIES LL - Box 3 on Form 1099-DIV is a nontaxable return of cost. Please reduce your cost or other basis by this amount. If your basis is zero, ... The form 1099-DIV shows up in the mail with $100 in Box 3. Instead of paying taxes on that $100 now, it goes against the initial cost of the ..., Required open order adjustments for certain corporate actions (e.g., ex-dividend dates and stock splits) will be performed prior to reentered orders being sent to market. ... not settled trade. If applicable, sell trades that are executed, not settled will be reported on your E*TRADE 1099 for 2023. Line of Credit accounts: Line of Credit (LOC ..., Form 1099-DIV Form 1099-DIV shows any reported dividend payment received throughout the year. Form 480.6A (Puerto Rico residents only) Form 480.6A reports dividend income and/or ... Morgan Stanley or at another brokerage firm, it is critical that you review all transactions in company stock. Seeking advice from a tax advisor is recommended., Your Form 1099 Composite may include the following Internal Revenue Service (IRS) forms: 1099-DIV, 1099-INT, 1099-MISC, 1099-B, and 1099-OID . You'll only receive the form(s) that apply to your particular financial situation; please keep them for your records . Please note that information in the Year-End Summary is not provided to the IRS ., Most of the time when you say "my 1099 is wrong" the IRS already has it. So if the issuer of the Form 1099 has already sent it to the IRS, ask for a "corrected" Form 1099. The issuer will ..., It's called a Form 1099-DIV. Oddly, the financial institution isn't demanding a penny of payment. Rather, your 1099-DIV prompts the IRS and your state tax agency (in most states) to expect the payment of income tax with respect to your financial assets. A Form 1099-DIV is a great window into your taxable investments., The tax information you can import includes information from your W-2, 1099 forms, and other financial information like: Employer information from your Forms W-2; Financial information from your 1099-INT, 1099-DIV, 1099-B, and 1099-R; Business information from your Schedule C; Interest income from your Schedule B; Rental income from your Schedule E, A 1099-B is preferred, but a trade confirmation is a good substitute and will contain the information you need to report the transaction in TurboTax. You will need to contact E-Trade to get your trade confirmation. Even if you have a 1099-B, such document may not accurately reflect your cost basis for the RSUs.