To enter an investment sale from a brokerage account (1099-B), follow the steps below. If you do not yet have the 1099-B, you may still enter the information from your records. In addition to how much you paid for it and how much you sold it for, you will also need the date of purchase and the date you sold the stock.
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on
- Choose Investment Income
- On Stocks, Mutual Funds, Bonds, Other, click the start or update button
