Are you using TurboTax Online or TurboTax CD/Download? The screens are different. If you are not seeing the options described, you are probably using CD/Download.
Here’s what to do:
- Select the Federal Taxes tab
- Then Wages & Income
- On “Do You Have Other Income to Enter? say YES
- On “How do you want to enter your income? select I’ll choose what I work on
- On “Your 2022 Income Summary” select Stocks, Mutual Funds, Bonds, Other
- On “Did you sell any investments in 2022 say YES
- On “Did you get a 1099-B or brokerage statement for these sales? say NO
- On “Tell us about this sale” select I’ll enter one sale at a time and fill in all the info You’ll have to manually figure your sales price (sales price – sale expenses) and your cost (purchase price + improvements)
@brandons79
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