Level 20
This widget could not be displayed.

Retirement tax questions

Just click on Forms on the upper right of the desktop program screen.  When in Forms mode all the forms, schedules and worksheets for your tax return are listed on the left side of the screen.  For a form, schedule or worksheet not listed, click on Open Form at the top left of the screen.  Type in the form or schedule you need to view.

To enter an investment sale other than from a brokerage account (1099-B), follow the steps below.

  • 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, Mutual Funds, Bonds, Other, click the start or update button

Or enter investment sales in the Search box located in the upper right of the program screen.  Click on Jump to investment sales

On the next screen, click Yes

On the next screen, click No

On the next screen, choose Second Home and continue with the section until it completes.

View solution in original post