- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Business & farm
Thanks for the screenshots!
In the "Withdrawals and Distributions" box, enter the $14,721 as a negative number .
When you get to Box 13, enter "T" in the Code box and leave the amount blank (not "0", just blank). See attached sample screen. Selecting "Continue" will open additional screens to enter the detail in the statement. You'll have to interpret the TurboTax descriptions to see how they match the Vanguard Descriptions, but these entries are unlikely to affect your return.
When you get to Box 17, enter the Codes and amounts shown on the STMT page (see attached sample screen).
When you get to Box 20, enter "T" and "Z" in the Code box and leave the amounts blank (not "0", just blank). Selecting Continue will open additional screens to enter the detail in the statement (see attached sample screen).
Did you sell the investment in 2016? You are paying taxes on $5,398 and that amount should have been included in the "Withdrawals and Distributions" amount.
Check this article for guidance on how to access the "Amend a Return" feature. How to Amend (Change or Correct) a Return You Already Filed