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Form 1099-BInformation Returns (1099, W-9)

Proceeds from Broker and Barter Exchange Transactions

Reports proceeds from sales of stocks, bonds, and other securities. Used with Form 8949 and Schedule D to calculate capital gains/losses.

Who Files This Form

Brokers (for stock/bond sales) and barter exchanges

Due Date

February 15 to recipient, February 28 (paper) or March 31 (e-file) to IRS

Important Notes

Reports both proceeds and cost basis (for covered securities). Check box A, B, or C on Form 8949 based on what's reported on Form 1099-B.

Related Forms

Official IRS Source

Always download the current version and instructions from the IRS website before filing.

View on irs.gov
Educational Reference Only: This is general information about Form 1099-B, not tax advice. Form instructions change annually. Always download the current version from irs.gov and read the official instructions. Consult a qualified tax professional for your specific situation. Read full disclaimer →