JohnB5677
Expert Alumni

Investors & landlords

There is a procedure for entering Various into you investment transactions.

  1. Open (continue) your return if it isn't already open.
  2. Income & Expenses
  3. Scroll to Stocks, Mutual Funds, Bonds, Other
  4. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2020?
  5. If you see Here's the info we have for these investment sales, select Add More Sales.
  6. Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
  7. At Let's get your tax info, choose how you want to enter your 1099-B (type it in yourself)
  8. Select the pencil to work on the transaction
  9. In the date area there are two bullets.
    • On one Date, and
    • Something other than a Date
  10. Select Something other than a Date
  11. There is a drop down menu for Various.
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