To enter an investment sale -
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Under Investment Income
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button
Using the online editions -
On the screen Did you have investment income in 2025? click on Yes
On the screen Save time and connect your financial accounts click on Enter a different way
On the screen How do you want to add your docs?, select Type it in myself
On the screen OK, let's start with one investment type, select Stocks, Bonds, Mutual Funds and continue
