To enter disallowed wash information follow steps below (see step 8 below)
- Open or continue your return.
- Go to wash sales.
- Answer Yes to Did you have investment income in 2024?
- If you land on Let’s finish pulling in your investment income, select Add investments.
- On the OK, let's start with one investment type screen, select Stock, Bonds, Mutual Funds. Then select Continue.
- From here, you can import or manually enter your 1099-B.
- Answer the questions about your sales. Choose to enter sales One by one when asked.
- On the Now, enter one sale on your 1099-B screen, enter your info.
- Check I have other boxes on my 1099-B to enter and enter the wash sale loss disallowed in box 1g.
- Select Continue and answer any follow-up questions.
