Retirement tax questions

In your Federal return, on the tab for Wages & Income, scroll down to Stocks, Mutual Funds, Bonds, Other and Edit/Add.

Then take the following steps:

  • On the page Here's the investment sales info we have so far choose Edit next to the financial institution which reported the Wash sales.
  • Continue to the page  Here's the info we have for these investment sales and edit the transaction that you want to add information to. 
  • On the page Tell us about your [Name] 1099-B, choose the blue button I'll enter additional information on my own.
  • On the page Let's get the rest of the info from your [Name] 1099-B, enter the information from Box 1g.

 

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