Investors & landlords

@ flacitoles 

The problem with some "learn more" links not working is a known issue for everyone.   Since you're using Online TurboTax with a browser, I wouldn't think the age of your Mac would matter as long as you have a relatively recent browser.

 

When you used the second search method I outlined above, it sounds like you got almost to the correct location but didn't go far enough.   Here's how to manually get there without using either search tool. 

 

  • In the left menu column, click on the Federal tab
  • At the top of the next screen click on Wages & Income
  • The next screen shows your income item topics.   Scroll down the page to the category Investments and Savings, and click on  Start or Revisit or Review depending on your situation.
  • The next screen can vary, depending on whether you have entered anything in that topic previously like a 1099-INT or 1099-DIV, etc.  If you have entered things there previously, the screen should be called "Investments and Savings".  If so, scroll down that page below the displayed items and find a box that says Add Investments.  Click that.
    If you have not entered any 1099-INT/1099-DIV/1099-B previously, that screen may instead say "Time to kick off your investments!"  If it says that, click the blue button Okay!.
  • The next screen in either case will probably say "Relax. We got it."  Click CONTINUE to proceed.
  • On a screen that says "Let's import your tax info", that is only for importing.  You do not have to enter anything in that search line unless you want to import the 1099-B from your financial institution, which you can do only if the financial institution participates with TurboTax.
    If you don't want to import the information and want to enter your 1099-B manually, you can scroll way down that screen to the bottom right corner and click on ENTER A DIFFERENT WAY.
  • Next screen: "OK, let's start with one investment type" and shows 4-5 large boxes. Click on the box for Stocks, Bonds, Mutual Funds.    (see screen image below)
    The box will then highlight.  Then scroll down and click the Continue button in the bottom right corner of that screen.

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Enter1099B.png

 

 

 

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  • The next screen will ask "Which bank or brokerage sent you a 1099-B for these sales?" and will have boxes for you to start entering the 1099-B info. 
  • Then continue answering the following screens to enter the 1099-B info.

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