JotikaT2
Employee Tax Expert

Investors & landlords

You may need to review your input to make sure you have entered it in the correct section of the program.

 

Assuming this is from stock sales, you will need to review your input below and ensure that you have classified the gains as being long-term.

 

You will this information in the federal interview section. 

  1. Select Income & Expenses 
  2. Scroll down through all income until you see Investment income 
  3. Select Stocks, Mutual Funds, Bonds, Other 
  4. Select Edit to the right of the applicable sale.  The next page will say Now, we'll enter one sale on your 1099B.
  5. On the area titled Sales section, be sure to use the pull down arrow to select long-term gain as reported on your 1099-B. This will ensure your stock sale matches the amounts and classifications as reported on your 1099-B.

Investment sale classification

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