Retirement tax questions

Are you referring to importing investment information?  If so, 

• Go to Federal / Wages & Income / Your income / Investments and savings.
• Click Edit / Add / Start to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other…..
• Click on Add investments.

You may elect to report summary information.  Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered. You will enter the summary info instead of each individual transaction. 

1. Open or continue your return and search for stock sales.
2. Select the Jump to link in the search results
3. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2021?
   • If you land on Your investment sales summary, select Add more sales 
4. On the OK, what type of investments did you sell? screen, select Stocks, Bonds, Mutual Funds, then Continue
5. On the Let's import your tax info screen, select I'll type it myself
6. Step through the interview and select Sales section totals when prompted to choose how to enter your sales
7. You will now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Continue
8. You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen.

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