Form preview

Get the free 2024 Form 1099-b

Get Form
Furnished by Edward Jones to report sales, redemptions and exchanges of securities in taxable brokerage accounts for the year 2024. This document includes information necessary for understanding your reporting obligations on sales and exchanges of securities, as well as details on cost basis and deductions relevant for tax purposes.
We are not affiliated with any brand or entity on this form
4,4
98,753 Reviews
4,5
11,210 Reviews
4,6
715 Reviews
4,6
789 Reviews

Get, Create, Make and Sign 2024 form 1099-b

Edit
Edit your 2024 form 1099-b form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your 2024 form 1099-b form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit 2024 form 1099-b online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the guidelines below to use a professional PDF editor:
1
Log in to your account. Start Free Trial and register a profile if you don't have one.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit 2024 form 1099-b. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.
4
Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.
pdfFiller makes working with documents easier than you could ever imagine. Create an account to find out for yourself how it works!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
Learn more about security & compliance
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out 2024 form 1099-b

Illustration

How to fill out 2024 form 1099-b

01
Obtain Form 1099-B from the IRS or your tax software.
02
Enter the payer's information in the designated section, including name, address, and TIN (Tax Identification Number).
03
Fill in your information as the recipient, including name, address, and TIN.
04
Report gross proceeds from sales of stocks, bonds, commodities, or other securities in the appropriate box.
05
Provide details for each transaction, including date of sale, date of acquisition, and cost basis where required.
06
Review the form for accuracy and completeness.
07
Submit the completed Form 1099-B to the IRS by the designated deadline, typically by the end of January for the previous tax year.
08
Distribute copies of Form 1099-B to all applicable recipients.

Who needs 2024 form 1099-b?

01
Individuals and businesses that have sold or exchanged stocks, bonds, or other securities during the tax year.
02
Brokerage firms and financial institutions that handle these transactions and must report them to the IRS.
03
Taxpayers who received payment from these investment transactions that exceed the reporting thresholds set by the IRS.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.6
Satisfied
30 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Use the pdfFiller mobile app to complete and sign 2024 form 1099-b on your mobile device. Visit our web page (https://edit-pdf-ios-android.pdffiller.com/) to learn more about our mobile applications, the capabilities you’ll have access to, and the steps to take to get up and running.
Get and install the pdfFiller application for iOS. Next, open the app and log in or create an account to get access to all of the solution’s editing features. To open your 2024 form 1099-b, upload it from your device or cloud storage, or enter the document URL. After you complete all of the required fields within the document and eSign it (if that is needed), you can save it or share it with others.
Use the pdfFiller Android app to finish your 2024 form 1099-b and other documents on your Android phone. The app has all the features you need to manage your documents, like editing content, eSigning, annotating, sharing files, and more. At any time, as long as there is an internet connection.
Form 1099-B is a tax form used to report proceeds from broker and barter exchange transactions.
Brokers and barter exchanges are required to file Form 1099-B for accounts that have transactions involving the sale of stocks, bonds, or other securities.
To fill out Form 1099-B, you'll need to provide details about the broker, the payer's information, and the specifics of the transactions including dates, amounts, and types of securities sold.
The purpose of Form 1099-B is to report capital gains and losses from the sale of securities to the IRS and to the taxpayer.
Form 1099-B must report the gross proceeds from the sale of securities, the date of sale, the type of security, and whether the gain or loss is long-term or short-term.
Fill out your 2024 form 1099-b online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview

2024 Form 1099-B is not the form you're looking for?Search for another form here.

Related Features

Add Street in the Declaration Of Trust Template with ease
Add Street in the Bylaws Template with ease
Add Street in the Deed Of Indemnity Template with ease
Add Street in the PR (Public Relations) Proposal Template with ease
Add Street in the PPC Proposal Template with ease

Relevant keywords

Form 1099-B Edward Jones taxable brokerage accounts capital gains cost basis Schedule D Form 8949 covered securities non-covered securities tax reporting

Related Forms

Form preview
114 t h C o n g r e s s , 1 s t S e s s i o n
2015conservationreport card114 t h c o n g r e s, 1 s t s
Fill Now
Form preview
A Unit for Primary Students
Gradesk5the road to the white house a unit for primary studentsdeveloped byte walter and lenore
Fill Now
Form preview
VP, Chief Acct Officer
Sec form 3form 3united states securities and exchange commissionwashington, d.c. 20549omb approvalomb number:32350104estimated average burdeninitial
Fill Now
Form preview
Welcome to Lock 3 Park in Downtown Akron!
Thecafesheet pizza32 square slicescheesepepperoni$28large pizza10 slicescheesepepperonichicken tenders and fries$13$3530 pieces includes sauces: ranch
Fill Now
Form preview
Graduate student-run organization tackles biotech projects ...
For office use only date: member since: fisher participant: dues amount: $student
Fill Now
Form preview
National 5 Computing Science Assignment Assessment task
National 5 computing science assignment assessment taskspecimen valid from session 201718 and until further notice.this
Fill Now
Form preview
VBA-Application-Packet-Master.docx
Vermilion bend academy enrollment application packet thank you for expressing your family\'s interest in our
Fill Now
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.