JohnB5677
Expert Alumni

Investors & landlords

Go to Wages & Income

  1. Scroll to Investments and Savings

  2. Time to kick off your investments! = Okay

  3. Relax. We got it.= Continue

  4. Let's import your tax info = Enter a different way

  5. There are five boxes available

    1. Interest

    2. Dividends

    3. Stocks, Bonds, Mutual Funds

    4. Cryptocurrency

    5. Other

  6. You will select Stocks, Bonds, Mutual Funds = Continue

  7. Which bank or brokerage sent you a 1099-B for these sales? = Enter the Info

  8. Tell us about the sales = Yes/No

  9. Now, choose how to enter your sales = One by one

You will then go through an interview process to describe the sale.  

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