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Investors & landlords
I agree that having that option for Deluxe would be much simpler. But if you look at the form view of Form 8949 - there is nothing that lists whether the item was a stock, bond or CD. I believe that box is really just for Turbo Tax to make sure to offer possible boxes you may need depending on the type of sale. It seems the other option is to just enter the summary total of each section of your 1099-B in Turbo Tax and then submit the 8949 by mail with Form 8453 or submit your statement instead of the 8949 with Form 8453.
‎February 13, 2025
1:02 PM