Get your taxes done using TurboTax

Enter an Investment sale for the personal use items using the instructions below if you actually have a profit/gain.

To enter your sale in TurboTax, follow these steps. 

1. Open or continue your return.
2. Navigate to the investment sales section:
   • TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open
   • TurboTax Desktop: Search for investment sales and then select the Jump to link.
     • Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (select this box)
3. Answer Yes to the question Did you sell any of these investments in 2025?
   • If you land on  the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments.
   • Click this link for more information. Where do I enter Investment Sales?
   • Select Type as Personal Items
   • If you aren't sure of the date of purchase you can can select 'Something other than a date' to select Various
   • Be sure you know your holding period (long term is over one year, everything else is short term)

If you did sell in different lots and times any sale that resulted in a gain is taxable and cannot be lumped with sales resulting in losses.

@pjtansey1