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Retirement tax questions
@caulder47 wrote:
This is the kicker - in that Forms list there is no 1099-B shown!
Then you will need to go through the Investment Income section to see where the amount is being generated.
When asked if you have an investment sale, for this issue answer Yes to see if you can get to a screen to delete any entries.
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, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B), click the start or update button
Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales
‎February 26, 2022
6:52 AM