Aklein
Returning Member

How to properly report cashed-out mutual funds?

Hi, I recently cashed out a mutual fund, a Roth-IRA (early), and a Life-Insurance with a dollar value. Can anyone tell me what forms I should file to report the cash-out income and tax-withholding on those funds? I am doing an update for 2018, so I will also need to mention what my tax return was last year. Does anyone know where I can do that on my taxes and if Turbo Tax (which version?) will provide me with the right options/questions to properly do this? I looked up a list of mutal fund forms, but none of them seems to cover this scenario. Thank you in advance for your help!