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Level 15
Level 15

After you file

In 2021 TurboTax Premier for Windows:

  • Click the Federal Taxes tab.
  • Click Wages & Income.
  • Click "I'll choose what I work on."
  • On the page "Your 2021 Income Summary" scroll down to the Investment Income section.
  • Click the Start or Update button for "Undistributed Capital Gains."
  • Follow the prompts to enter your Form 2439.

TurboTax will put the information from the Form 2439 in the proper place on your tax return.

 

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