Level 20
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Investors & landlords

If you only had capital gains distributions from mutual funds (such as would be shown on a 1099-DIV), and no other investment sales, then do the following:

 

1) Click the Federal Taxes tab, click Income, and then click the Start (or Update) button. [see first screenshot]

 

2) Click the Delete button to the right of Institution Name and then click the Done button [see second screenshot]

 

3) Enter Forms Mode by clicking the Forms icon in the upper right side of the screen, locate the Capital Gains and Losses Smart Worksheet on Schedule D, uncheck relevant boxes and clear any information that might have been entered on the worksheet. [see third screenshot]

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