That sounds fairly simple, but unfortunately I'm not getting the same results. I'm using the Premier version of TurboTax.
1. I search on "investment sales".
2. I click on "jump to investment sales".
3. I see "did you sell any investments in 2020?" and answer "Yes".
4. Next question is 'Did you get a 1099-B or brokerage statement for these sales?". I answer 'No'.
5. Next screen is 'Tell us about this sale'.
- If I click on "I'll enter one sale at a time", I get Box 1a thru Box 1e to fill in that doesn't match the 1099-S form I received.
-If I click on "I'll enter a summary for each sales category", I get three fields:
-1) Total Proceeds (sum of all sales)
-2) Total Cost Basis (sum of all sales)
-3) Holding period
If I go back and answer 'Yes' to 'Did you get a 1099-B...", I provide the bank name and then get the same options to fill in.
What do I do with this?
