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@ OrlandoSam wrote:Exactly! I agree. That is apparently a change in 2020 that capital gain sale info cannot be entered manually a capital gains worksheet. It can only be done using the interview method, which I strongly dislike and find to be very tedious. I bought the Deluxe version, as I have done for years. Does anyone know if you can manually enter data directly on a capital gains worksheet in the 2020 Premier version of TurboTax?
EDIT NOTE: Additional info and clarity added 4/06/2021 at 1:55 AM Pacific
Are you wanting the quick method to enter multiple sales transactions of stocks/bonds/mutual funds, etc. to figure gain and loss? Deluxe Edition can indeed handle the Quick Entry method on a worksheet as explained below. It also allows one to enter summaries of multiple sales if/when allowed and desired in the table. I'll also include a couple of screen images below.
NOTE: I'm a fellow user, not a TurboTax employee, and don't have Premier to compare, so I can only talk about what I experience with Deluxe. I don't know if the Quick Entry Table is the same or different in Premier.
I suspect you are using the term "capital gain worksheet" loosely. Are you asking how to report multiple sales transactions in a table on the Form 1099-B Worksheet instead of entering the sales transactions in the interview step-by-step mode?
See this image below of the Form 1099-B Worksheet. Is this what you want? This image is from the Deluxe Edition (Windows version). When you make entries in the Quick Entry Table, the sales transactions flow to the Form 8949, or if summaries are entered and marked as such, in certain cases (Box A and Box D transactions with no adjustments) the summaries flow directly to Schedule D bypassing Form 8949.
NOTE: There is actually a separate place on the Worksheet where those types of Box A and Box D summaries (i.e, without adjustments) can be entered just above the Quick Entry Table. If you use that dedicated space, do NOT also enter them in the Quick Entry Table, or they will show up twice (you'll even see that warning on the worksheet.)
After you enter 4-5 transactions or so, a scroll bar will magically appear along the right side of the table, and it will automatically keep adding more transaction fields. That same worksheet also allows one to make an entry that summarizes multiple sales if/when allowed and desired, and by placing an X in the multiple sales summary-indication field.
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NOTE: If you haven't already started a Form 1099-B Worksheet, you'll need to do so. You can generate one either by answering the first few screens of the step-by-step 1099-B interview, or you can generate one in Forms Mode manually using this method:
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