- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Using 2023 Premier version do I have to enter each individual sale from the 1099 -B in order to account for Cash Liquidation Distribution? I manually entered the 1099-Div including Line 9 and 1099-B A, B & D total proceeds (form type 8949) and received the messages "We'll handle your cash liquidation distribution...later." Following advice from TT, I went to Investment Income (under Wages & Income) but there was no way to enter the fund liquidation cost basis, dates, etc.. I initially had the brokerage firm download the 1099-B but the grand total (loss/gain) was off and TT required I review each sale on to determine difference before proceeding. I deleted this and manually enter the 1099-Div. In order to account for cash liquidation distribution do I need to enter each individual sale (there were over 65 sales)?