JohnB5677
Expert Alumni

State tax filing

The 1099-K must be reported, but it can be posted in several different ways.  Based on your description of what happened, you should post it under:

  1. INCOME
  2. I'll choose what I work on
  3. Scroll down to Investment Income
  4. Select Stocks, Mutual Funds...
  5. Yes you sold investments
  6. NO did not get 1099-B
  7. You sold Personal Items

Now complete the description and sale & purchase information.

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