Fill out Form 1099-B (Proceeds From Broker and Barter Exchange Transactions) online
Form 1099-B reports proceeds from broker transactions involving stocks, bonds, commodities, futures, and other securities, as well as barter exchange transactions. It provides the information needed to calculate capital gains or losses on the sale of investments.
How to fill out Form 1099-B (Proceeds From Broker and Barter Exchange Transactions)
Enter broker and recipient information
Fill in the broker's name, address, phone, and TIN. Enter the recipient's name, address, TIN, and account number.
Report transaction details
For each transaction, enter a description of the property (e.g., 100 shares of XYZ Corp) in Box 1a, the date acquired in Box 1b, and the date sold or disposed of in Box 1c.
Report proceeds and cost basis
Enter the gross proceeds from the sale in Box 1d. Enter the cost or other basis in Box 1e. Check Box 1f to indicate whether the gain or loss is short-term or long-term. Report any wash sale loss disallowed in Box 1g.
Report withholding and file
Enter any federal income tax withheld in Box 4 and state tax withheld in the state section. File Copy A with the IRS and provide Copy B to the recipient by the applicable deadlines.
About Form 1099-B (Proceeds From Broker and Barter Exchange Transactions)
Who needs this form
Brokers, barter exchanges, and other intermediaries who process the sale or exchange of securities, commodities, or regulated futures contracts. Investors and traders receive a copy to report capital gains and losses on their tax return using Schedule D and Form 8949.
Where to submit
Brokers file Copy A with the IRS by the applicable IRS filing deadline for the filing year. Provide a consolidated tax statement or Copy B to the recipient by the deadline listed in the latest official instructions.
Source and content freshness
- Reviewed: 2026-02-24
- Filing deadlines may shift for weekends and holidays. Verify due dates with official instructions.
Common mistakes to avoid
- Not reconciling 1099-B proceeds with the amounts reported on Form 8949 and Schedule D
- Using the wrong cost basis when the broker reports an adjusted basis that differs from your records
- Failing to identify wash sales and adjust the cost basis accordingly
- Not distinguishing between short-term and long-term capital gains based on the holding period
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What is a wash sale and how does it affect my 1099-B?
A wash sale occurs when you sell a security at a loss and purchase a substantially identical security within 30 days before or after the sale. The loss is disallowed for tax purposes and added to the cost basis of the replacement security. Your broker may report the wash sale adjustment in Box 1g of Form 1099-B, but you are responsible for tracking wash sales across different accounts.
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