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Level 15
Level 15

Investors & landlords

Any override prevents e-filing. Remove all overrides from your tax return. Delete the Form 8949. Enter the transaction using the Step-by-Step interview instead of forms mode. When you get to the screen where you have to select the sales section, select "Short-term did not receive 1099-B form" or "Long-term did not receive 1099-B form" as appropriate.


Entering investment sales in forms mode is very complicated and error-prone. TurboTax strongly recommends using the Step-by-Step interview to enter investment sales.

 

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