First of all, to report investment sales, you will need to be in Turbo Tax Premier. I am surprised the program did not prompt you to upgrade.
Now, if you are using Turbo Tax online and before you enter any sales, select Stocks, Mutual Funds, Bonds, Other
- the first thing it is going to ask if you if you sold stocks, mutual funds, bonds, or other investments in 2019. Say yes
- Then it will say OK, what type of investments did you sell? indicate Stock, Bonds and other
- Then it will prompt you to enter some preliminary information. After you do this, this next step is critical.
- You will reach a screen that asks Tell us about your 1099-B sales for this XX account. The first screen asks, "Do these sales include any employee stock?" If you say yes, when you start entering your stock information, RSU will appear as an option under What type of investment did you sell?
If you are using the software version of Turbo Tax, when you get to the screen where you start entering the stock information, select guide me step by step. The first screen that will appear will ask if you have employee stock to report. As with the online version, the program will prompt you to upgrade to Turbo Tax Premier.
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