DanO
New Member

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

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