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Where do I enter a loss on my Edward Jones 1099 statement? Do I need to do anything with my 401K which is noted on my W2?
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June 1, 2019
10:07 AM
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Retirement tax questions
Enter every trade on Schedule D. The program will calculate the overall gain or loss. Follow the steps below.
Enter your W-2 exactly as it appears and your 401k contribution will be taken into account.
To enter an investment sale from a brokerage account (1099-B), follow the steps below.
• Click on Federal Taxes (Personal using Home and Business)
• Click on Wages and Income (Personal Income using Home and Business)
• Click on I'll choose what I work on (if shown)
• Under Investment Income
• On Stocks, Mutual Funds, Bonds, Other, click the start or update button
June 1, 2019
10:07 AM