@NigelLynn wrote:
but we need this form on our desktop version to complete capital gains - without it is it treating gains as ordinary income it appears even though they are LTCG. Where can we import this form into our 2024 deluxe software?
The Schedule D and the Form 8949 are included in the Deluxe desktop edition software so there is no need to import a Schedule D.
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, click the start or update button
Using the desktop editions -
On the next screen click on Yes
On the next screen click on Skip import
On the next screen, select Investment Type and continue
