JamesG1
Expert Alumni

Get your taxes done using TurboTax

An IRS form 1099-B entry and IRS Schedule 8949 for the gross proceeds of a certificate of deposit which has come due and reports $0 gain, may not be required.  However, I have routinely reported such an entry for customers in an attempt to be thorough.

 

If you elect to report the entry, wait until your 2023 Federal 1040 income tax return has been accepted and approved by the IRS and the refund has been issued.

 

If you used TurboTax Online, log in to your account and select Amend a return that was filed and accepted.

 

If you used the CD/download product, sign back into your return and select Amend a filed return

 

See also this TurboTax Help.

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