If you sold stocks, bonds, or participated in barter exchanges during 2025, filing Form 1099-B is required. Submit it by the February 15, 2026 deadline to avoid IRS penalties and ensure accurate reporting.

Form 1099-B Distributions Deadline Feb 15, 2026. Call +1-866-513-4656 for expert guidance.

About Form 1099-B

Form 1099-B is used to report proceeds from broker and barter exchange transactions. This includes sales of stocks, bonds, mutual funds, and other securities. Accurate reporting helps calculate your capital gains or losses for 2025 correctly.

Transactions Reported on Form 1099-B

1. Sale of stocks, bonds, and mutual funds

2. Brokerage account transactions

3. Barter exchange transactions

4. Other reportable securities sales

Deadline Information

1. Recipient Deadline: February 15, 2026

2. Tax Year: 2025

Filing on time ensures compliance and prevents penalties. If your Form 1099-B has errors or is missing, call +1-866-513-4656 for help.

Step-by-Step Filing Instructions

1. Check Form Details: Verify broker information, transaction dates, proceeds, and cost basis.

2. Report on Form 8949: Enter each sale to calculate capital gains or losses.

3. Transfer to Schedule D: Summarize total gains or losses for your tax return.

4. File Electronically or on Paper: E-filing is faster and more accurate.

1. IRS 1099-B Instructions

2. TurboTax

3. QuickBooks

Penalties for Late or Incorrect Filing

1. Fines for missing or inaccurate submissions

2. Interest on unpaid taxes

3. Potential IRS audits or notices

Tips for Accurate Filing

1. Keep all brokerage and barter exchange statements organized

2. Double-check transaction amounts and cost basis

3. File early to prevent errors

4. Consult experts for complex or multiple transactions

Final Reminder

Filing your Form 1099-B for 2025 transactions by February 15, 2026 ensures IRS compliance, accurate reporting of capital gains, and avoids penalties.

Call +1-866-513-4656 for expert guidance filing Form 1099-B and reporting broker or barter exchange transactions.

FAQs

1. What should I do if I don’t receive a 1099-B?

Contact your broker or barter exchange immediately. If unresolved, estimate and report the proceeds. Call +1-866-513-4656 for professional help.

2. Are all brokerage proceeds taxable?

Yes, most sales are taxable. Long-term and short-term gains have different tax rates.

3. Do small transactions need reporting?

Yes, all reportable sales must be included on Form 8949 and Schedule D, even if small.

4. Can I e-file Form 1099-B?

Yes, e-filing is recommended for faster processing, accuracy, and IRS compliance.