How to enter a summary in lieu of individual transactions:
Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, "Box A short-term covered" or "Box D long-term covered." You'll enter the summary info instead of each individual transaction.
- Open or continue your return (if it's not already open) and search for stock sales
- Select the Jump to link in the search results
- Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2021?
- If you land on Your investment sales summary, select Add more sales
- On the OK, what type of investments did you sell? screen, select Stocks, Bonds, Mutual Funds, then Continue
- On the Let's import your tax info screen, select I'll type it myself
- Step through the interview and select Sales section totals when prompted to choose how to enter your sales
- You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Continue
- You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen
See also: Totals for more information.
