JohnB5677
Expert Alumni

Investors & landlords

To enter an investment please go to:

  1. Start at Investment income
  2. Select Stocks, Mutual Funds ....
  3. No you did not get a 1099-B
  4. Enter name of Broker
  5. If this is an ETF Type of investment is Stocks
  6. Now continue through the questions.

The information you will need is:

  • Description
  • Number of Units sold
  • Date sold
  • Net proceeds (Total selling price)
  • You bought the stock (ETF)
  • Date Purchased
  • Number of Units (same as above
  • You can choose price per share or total cost

If you need to do research on the history of the stock, this may help:

MarketWatch Stock History

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