ErinH
Intuit Alumni

Investors & landlords

Follow these steps in the Premier Edition:

  1. Select the Federal tab
  2. Select Wages and Income 
  3. Select Investment Income
  4. You'll list each trade/sale in the Stocks, Mutual funds, Bonds, Other interview 
  5. When asked Did you get a 1099-B or a brokerage statement for these sales? select No 
  6. When asked to Choose the type of investment you sold select Everything else
  7. Translate proceeds of each sale into US dollars at the time of the sale
  8. Repeat for each gain