rjs
Level 15
Level 15

Retirement tax questions

@piman31 

 

It sounds like you are using forms mode. Entering investment sales in forms mode is complicated and error-prone. Enter the sale in the Step-by-Step interview, not in forms mode. At the bottom of the screen where you enter the details of the sale check the box that says "I have other boxes on my 1099-B to enter." That will give you places to enter boxes 1f and 1g.


Note: You tagged on to a thread that is 3 years old. The TurboTax interview for investment sales has changed. The instructions that I posted 3 years ago will no longer work.