There is a procedure for entering Various into your investment transactions.
Open (continue) your return if it isn't already open.
- Income & Expenses
- Scroll to Stocks, Mutual Funds, Bonds, Other
- Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2020?
- If you see Here's the info we have for these investment sales, select Add More Sales.
- Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
- At Let's get your tax info, choose how you want to enter your 1099-B (type it in yourself)
- Select the pencil to work on the transaction
- In the date area there are two bullets.
- On one Date, and
- Something other than a Date
- Select Something other than a Date
- There is a drop down menu for Various.
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