Form 1099‑B is the IRS information return that brokers use to report proceeds from the sale of stocks, bonds, mutual funds, and other securities. Taxpayers need this form to calculate capital gains or losses on their Schedule D (Form 1040). Our fillable PDF lets you edit the official document directly in your browser—no extra software required.
The form includes essential details such as the date of sale, description of the property, CUSIP number, cost basis, gross proceeds, and whether the transaction was short‑term or long‑term. Accurate reporting helps avoid IRS notices and ensures your tax return reflects the correct capital gains or losses.
Simply click the “Fill out this form” button on the page. The Formize PDF Filler app loads instantly, presenting you with editable fields that match the official IRS layout. Enter the required information, review for accuracy, then save, export, or print the completed form.
Our platform provides a secure, browser‑based editor that preserves the exact IRS formatting. You can instantly switch between “Edit” and “Read‑only” modes, export a clean PDF for filing, and keep a digital copy for your records.
Ready to get started? Click the button below, fill out the form, and download your completed 1099‑B in seconds.
No. Formize’s online PDF Filler works in any modern browser, so you can edit the form without installing Adobe Acrobat or other editors.
Yes. The download is the exact IRS‑approved PDF (2025 version) that matches the paper form used by the agency.
Form 1099‑B is typically filed by the broker, but you can keep the completed PDF for your records and attach it to your tax return if required.
Open the saved PDF again with the Formize filler, correct the fields, and re‑export. The editable version remains fully functional.
Formize uses SSL encryption for all data transmission and does not store your personal information after the session ends.
Only if your tax professional or the IRS specifically requests a paper copy. Otherwise, the electronic PDF is sufficient for record‑keeping.
Form 1099-B is one of Tax forms that are documents used to report information related to taxes to the relevant tax authority. There are various types of tax forms, including federal, state, and local tax forms, which can vary depending on the taxpayer's circumstances and location.
The easiest way to fill Form 1099-B online
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