ThomasM125
Expert Alumni

Investors & landlords

If there was a sale or disposal of your investment, you would follow these steps to report it in TurboTax:

 

While in the Federal section of TurboTax: 

  1. Income and Expenses

  2. Investment Income

  3. Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)

 

Choose the category of investment you want to enter and follow the instructions to enter your investment sale.  You will be asked to enter the sale proceeds, cost basis, date of acquisition, date of sale and other pertinent information to make sure the sale is reported properly on your tax return.

 

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