JohnB5677
Expert Alumni

Get your taxes done using TurboTax

Yes to just about everything.

 

First, you should complete the entry of both your husband's and the rest of your families information.  This will help with assigning forms and amounts to each person.

It sound like you want to focus on stock transactions.

 

To post investments:

 

  1. Sign into TurboTax
  2. Select Work on other (Income/Deductions)
  3. There is a Sidebar to the left
  4. Under Federal
  5. Select Wages & Income
  6. This will give a list of income options for you to choose from. 
  7. Scroll down to Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) - Select it
  8. Depending on what you've done you may see different screens
  9. If you've already entered some transactions you can Add investments
    1. You may see Let's import your tax info
    2. Or you can choose  [Enter a different way]  I suggest you use this
  10. You will se a panel of 5 boxes
  11. Select the top right Stocks, Bonds, Mutual Funds - Continue
  12. Now enter Which bank or brokerage is on your 1099‑B? - Continue
  13. Answer the 4 questions - Continue
  14. Select either Sales Section Totals or One by One Continue
  15. Follow the interview.

 

 

Please contact us again with any questions, and provide some additional details.

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