Investors & landlords

Yes, we can help you with both of these issues.

This is the area that you will be entering your information.

1. Start at Federal
2. Wages and Income
3. Scroll to Investments & Savings
4. Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) [Start or Revisit]
5. Did you have investment income in 2022? - Yes
6.  Get ready to be impressed Continue.
7. Select Enter a different way.
8. Choose the Box Stocks, Bonds, Mutual Funds Continue
9. Enter your broker.
10. Answer the question boxes with Yes/No
11. Answer NO to Did you buy every investment listed on your 1099‑B? Any inherited or gifted investments are not considered bought.
12. Enter one at a time.
13. Continue to: Now, enter one sale on your American Century Investments 1099‑B.
14. One of the boxes will say:  How did you receive this investment? 
15. Select I Inherited it in the drop-down menu.
16. Post your information exactly as it shows on your form including the cost basis.
17. There is a check box to correct the cost basis.
18. You should now be able to complete your return.