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After you file
OK....to do that, for 2021 taxes, you have to be using the Desktop H&B version.
After you start your amended tax return, you'd navigate as follows.
1) Go to the Personal taxes section (if you are using any of the lower software versions, it's the Federal Taxes tab)
2) Get into the Personal Income tab
3) Scroll down to the Investment Income section
4) Start in at the menu selection for "Stocks, Mutual Funds, Bonds, Other"
5) Create your various Investment sales in that section, and that creates the Schedule D.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎July 29, 2023
1:10 PM