Sign in to your return and click on Take me to my return. Then click on Federal on the left-hand side of the screen. Scroll down to the Investments category and click on Start or Revisit next to Stocks, Bonds, Mutual Funds, Other, see attached.
- Answer Yes or select + Add more Sales
- Choose I'll type it in myself at the bottom of the screen
- Select your bank or brokerage
- Choose I'll enter 1 sale at a time - The rest of the fields you need will show up so that you can enter the proceeds and basis amounts, see attached.
