Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jan 20, 2024 12:52:01 PM

Where do i report schedule d information

where is form 8949

0 3 444
3 Replies
Level 15
Jan 20, 2024 12:53:42 PM

After you enter your investment sales the TurboTax program will complete the Schedule D and the Form 8949.

 

To enter an investment sale -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Under Investment Income
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B), click the start or update button


Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales

Level 15
Jan 20, 2024 12:53:54 PM

Report your 1099-B into TurboTax and the program will complete all of the necessary forms. 

Level 15
Jan 20, 2024 12:54:44 PM

To report investment sales you will need to upgrade to the Premium online edition.