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Retirement tax questions
Hi. Thanks for the quick response.
This response helped me navigate to where I could itemize the 1099-K sales.
The key was knowing to click on "Update" next to "Stocks, Cryptocurrency, Mutual Funds, Bonds, Other", under "Investment Income". At the top of this page, there was an informational message stating "You'll need to enter or review each personal item sale for your 1099-K separately". Then scrolling completely to the bottom of the page there was an entry stating "NEEDS REVIEW" labeled "Personal item sales (1099-K)". Clicking the blue "Review" button took me into the itemization section.
Thanks!
March 9, 2025
8:46 AM