Hi @ReneV4,
Thank you for providing this additional advice. I was out of town most of this past week and I'm just getting the chance to see and try this.
Unfortunately, I still do not see the options that you are suggesting here. I am trying to complete taxes for my mother's estate and I am using TurboTax Business, not regular TurboTax. The only Investment Income (Form 1099-B, capital gains/loss, home sales) options I have are:
- Stocks, Mutual Funds, Bonds, Other
- Capital Loss Carryover
- Home Sales
When I open Stocks, Mutual Funds, Bonds, Other, I don't get an option to +Add Investments. I only have the option to Add Another Account and this makes me select an institution, which takes me down the path of only being able to select Boxes A, B, D, E, and X.
Do you have any further advice? Know of any assistance I can get from Intuit for this?
Thanks,
Craig
