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Investors & landlords
You will want to know that dates for purchased and sold so that you can enter the data to ensure proper calculation of short and long-term gains.
You can enter the stock transactions at:
Sign into TurboTax
- Click on Take me to my return
- Click on Federal in left column
- Scroll down to Investment Income and Click Show More if necessary
- Click on Start on Stock, Mutual Funds, Bonds, Other
- Next screen Did you sell any investments in 2017 - Click Yes
- Next screen Did you get a 1099-B or a brokerage statement for these sales - Click No
- Choose Stocks and enter the necessary information
- TurboTax will calculate the capital gain
‎June 6, 2019
9:28 AM