How do I input my proceeds and cost basis on sched D

jaloza57 · ‎March 30, 2020

JotikaT2 · ‎March 30, 2020

You will enter the information in the federal interview section.

Select Income & Expenses
Scroll down through all income until you see Investment income
Select Stocks, Mutual Funds, Bonds, Other
Select Add more sales
Answer the questions on each screen until you see Let's get your tax info
Type in your brokerage to import or select I'll type it in myself.
Proceed to enter your information for each stock sale as prompted.

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Carl · ‎March 30, 2020

It depends on what it is you sold specifically and explicitly. If you sold stocks or bonds, then the prior response applies 100%. If you sold your primary residence or 2nd home, then you report it elsewhere. If you sold rental real estate, then that gets reported in a completely separate area, depending on the specifics that apply to the rental property you sold.