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 and Savings
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, 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
On the screen Did you have investment income in 2024? click on Yes
On the screen Let's import your tax info click on Enter a different way
On the screen OK, let's start with one investment type click on Stocks, bonds, mutual funds and Continue
You will be asked to upgrade to the Premium edition, if not already using Premium. Click on Upgrade to Premium.
