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2025 IRS Form 1099-B & Instructions

About Form 1099-B

Form 1099-B
  • Users: Brokers
  • Filing Deadline: January 31
  • Purpose: Report security transactions
  • Applicable Income Types: Investment income

Tips For Using Form 1099-B

  • 1. Understanding Form 1099-B

    Form 1099-B reports proceeds from broker and barter exchanges. Use this to report capital gains and losses on your tax return.

  • 2. Reporting Capital Gains

    Include information from Form 1099-B on Schedule D. Accurately report gains and losses to determine your tax liability.

  • 3. Reviewing Your Form

    Double-check Form 1099-B for accuracy. Ensure all transactions are correctly reported to avoid discrepancies.