loiskarbo
Returning Member

Retirement tax questions

Thank you for your reply explaining my question.  However, I have 2024 TurboTax Deluxe and not Premier.  I have concluded that we are only able to create One Form 1099-B Worksheet.  I was unable to ADD or create a new one in my program.  For 2024, I had duplicate sales; fortunately I was able to add all totals on my Form 1099-Bs together and file as a Joint transaction.  I do believe that Turbotax should create the program for next year to allow us to create More Forms as we can, say as Additional Schedule E's, etc.  My HELP for this problem strongly recommends to us STEP-by-STEP when entering investment sale data.  

I created an additional tax return to experiment with this and used the Capital Asset Sales Worksheet to enter individual sales.  I was able to enter all my short and long term sales under the Quick Entry Table.  It would be much EASIER if the Program had a Form 1099-B listing all the numbered fields as we receive from our Banks, Stock Companies, etc. so we can enter exactly as shown.

Thank you for your concern and help.