Troy09
Returning Member

Get your taxes done using TurboTax

Thanks for the info @GeorgeM777 

 

I wasn't referring to filling out multiple Form 4797s for each brokerage account, but meant multiple rows on line 10 of the single form.  So,  were you saying "yes, fill out a single row using a total of all the accounts"?

 

Also, given that I'd be putting in a total amount, how do you fill out the two date fields (10b and 10c / Date acquired & Date Sold)?  Do you range it as the full year, the earliest and latest trade for the year, or something else?

 

Anyone know if I need TurboTax Premier, or can Deluxe suffice?  [Edit] just went ahead and did Deluxe.

 

The more I fill this out the more I want someone to help review it.  Is this something TurboTax Live could help out with, or should I look for outside help?

 

Thanks again in advance!