MarilynG1
Expert Alumni

Retirement tax questions

  • Go to Wages & Income > Investments > Stocks, Crypto, Mutual funds, Bonds, Other.
  • Choose Stocks (1099-B) as Investment Type. Enter Bank Name, Continue. 
  • Answer the questions on the next page, then Enter One by One, Continue.
  • Then you'll get a screen with entry boxes for details, Date Purchased (can be various), Date Sold, Proceeds, Cost Basis (most important).

 

@Dean68 

 

 

 

 

 

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