Form 1099-B data entry (1040)

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You can use the UltraTax CS Source Data Entry utility to enter information for this form. Otherwise, use the table below to enter form information on the appropriate input screens.

Form field Folder > Screen Field Statement column
Applicable check box on Form 8949 Income > B&D Schedule for detail 8949 Box
Box 1a - Description of property Income > B&D Schedule for detail Description
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 Income > B&D Schedule for detail State
Box 16 - State tax withheld Income > B&D Schedule for detail State W/H

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