Get your taxes done using TurboTax

Capital losses are not reported on a Form 1099-DIV. 

Any investment sales you made in 2023 with either a gain or a loss will be reported by your broker on a Form 1099-B which is usually sent to you in February.

 

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