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Level 15
Level 15

Retirement tax questions

Entering investment sales in forms mode is very complicated and error-prone. TurboTax strongly recommends using the Step-by-Step interview to enter investment sales. It will be much simpler and easier that way.


If you do use forms mode, you do not make any entries directly on Schedule D or Form 8949. Individual sales have to be entered on a Capital Asset Sales Worksheet. From there the information flows to the Form 1099-B Worksheet, and then to Form 8949 and Schedule D. When you have a Capital Asset Sales Worksheet open in forms mode, click on Help Center. In the help window scroll down to the heading "8949 Box" for instructions to enter a box E transaction.