Investors & landlords

If we consider these as cryptocurrency, then you would report the transactions by selecting 1099-DA even though you don't have a form. 

In this case, you can select, first to skip import and when you make your selection choose 'Other' and then you will be allowed to make a selection of the type of investment.

1. Name can be Crypto or something similar
2. Crypto > Type of Investment can be 'Other' > I purchased it > Description
3. Continue to answer the questions 
4. If you use Something other than a date and select Various - be prepared to answer the questions about holding period.

Additional information for your to consider for summary transactions.

A solution can be to enter summary transactions if you have many transactions. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.

You can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any.

• Where do I enter Form 1099-B? (Ignore import)
• How do I mail Form 8453? (review if alerted)

Holding Periods:

• Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax)
• Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate)

@thepep