- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Reporting of Investments - After filing of Taxes
First year I've filed taxes in 40 years (my wife always did the taxes before) - so newbie question.
I filed my federal and state taxes yesterday using TurboTax Deluxe. I didn't think I had to file a Schedule D since I hadn't sold off any assets from my 401 and IRA accounts in 2023. But I guess I need to report them regardless. How do I file an amended tax return for these accounts using TurboTax? Is there anything special I need to do or know before doing so? And is it safe to say that it won't effect my reported taxes since I didn't realize any true income during the year - just capital gains.
‎April 11, 2024
10:36 AM