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Investors & landlords
If the broker's statement is missing the date of purchase and the purchase price then you will need to enter those in the program when prompted.
To enter an investment sale from a brokerage account (1099-B), follow the steps below.
• 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
• Under Investment Income
• On Stocks, Mutual Funds, Bonds, Other, click the start or update button
To enter an investment sale from a brokerage account (1099-B), follow the steps below.
• 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
• Under Investment Income
• On Stocks, Mutual Funds, Bonds, Other, click the start or update button
June 6, 2019
6:08 AM