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Investors & landlords
You will enter this information into TurboTax in the federal interview section as follows:
- Select Income & Expenses
- Scroll down through all income until you see Investment income
- Select Stocks, Mutual Funds, Bonds, Other
- Select Add more sales
- Be sure to select No when asked if you received a 1099-B form.
You will be able to enter all of the sale proceeds, cost basis, date sold, and any other applicable information in this section. (see sample below)
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March 14, 2021
3:35 PM