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Retirement tax questions
I reviewed the various responses. They'll only work if you enter one sale at a time. If you enter a summary for each category, the option to add more lines isn't there. To get around this, I checked "I'll enter one sale at a time." Then I entered the info as if I were using the summary of sales category option. For date sold, I entered 12/31/YYYY; for date acquired, 'various.' The end results were the same as if I had used the summary screen, except it included the amount of taxes withheld.
March 18, 2023
11:46 AM