Investors & landlords

You are not required to enter investment account information unless you earned interest, dividends, or capital gains in 2016 outside of a qualified retirement account such as an IRA or 401(k).

For instance, if you sold stocks or bonds in 2016 that are not in a qualified retirement account, you would enter in the following area:

  • 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 (if shown)
  • Under Investment Income
  • On Stocks, Mutual Funds, Bonds, Other, click the start or update button

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