Retirement tax questions

In FORMS mode, are you able to view the income on Schedule D or Form 8949 or Form 1099-B Worksheet?

If you are able to view the income in FORMS mode, the income must be listed somewhere in the Step-by-Step mode.

Follow these steps to view the IRS form 1099-B income.

• Select Federal Taxes across the top of the screen.
• Select Wages & Income across the top of the screen.
• Select I'll choose what I work on.
• Scroll down to Investment Income.
• Click to the right of Stocks, Mutual Funds, Bonds, Other.
• At the screen Let’s finish pulling in your investment income, the income should be listed.

• Click the down arrow to the right of the income.
• Click the delete trashcan to remove the IRS form 1099-B income.