To visit this
section of TurboTax:
- With your return open, click the Federal Taxes tab
or Personal if
using Home & Business
- Then, Wages & Income
Desktop users will then need to click I'll choose what I work on
- Click Jump to full list or similar verbiage if you
see it
-
Then,
scroll down to the "Investment Income" section.
Online users may need to click Show more to expand
the section
- Next to
"Stocks, Mutual Funds, Bonds, Other" click Start/Update/Revisit
- When asked "Did you get a 1099-B or a brokerage statement for these sales?" select No.
- Next, Choose the type of investment you sold, then follow the entry screens
If needed, please
see this TurboTax FAQ that answers "How Do I Find the Cost
Basis for My Investments?
"
You may need to click See
entire answer below to expand the FAQ.
https://ttlc.intuit.com/replies/3300454
