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Level 15
Level 15

Get your taxes done using TurboTax

Entering investment sales in forms mode is very complicated and error-prone. You should enter your investment sales using the Step-by-Step interview. TurboTax will fill out all the necessary forms, including Form 8949 and Schedule D.


The investment sales section of the Step-by-Step interview is available now. Make sure that you have installed the most recent updates to the software.


Make sure that you remove any overrides that you made. As you have discovered, an override can prevent the automatic calculations in TurboTax from working correctly.