To report investment transactions resulting in capital gain or loss, type "1099B" in Search and hit enter:
- Click on "Jump to 1099b"
- Answer Yes to "Did you have investment income in 202X?"
- Click through the program until you get to "Let's import your tax info?", and click on "Enter a different way".
- Click to highlight the box with "Stocks, Bonds, Mutual Funds", then click on Continue.
- Enter something for "Bank or Brokerage" and click on Continue.
- Answer No to the Employee stock question.
- Continue through screens until you come to the page where you enter your transactions
These entries will flow to both Form 8949 and Schedule D.
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