I sse you have TT Home and Business. Make a copy of your 2021 return. Save the copy as "2022 prliminary" (or some such wording). Then you can manipulated it for any tests you want or keep a test return going, for 2022 planning.
In TurboTax (TT), enter at:
- Federal Taxes tab (Personal in Home & Business)
- Wages & Income
- “I’ll choose what I work on” Button
Scroll down to:
-Investment Income
-Stocks, mutual funds, Bonds, Other (Personal property is other)
Answer no, when asked if you got a 1099-B. then follow the interview.
