Yes. The important action is to select the correct holding period if you choose to use 'Something Other Than a Date' and select 'Various'. Enter an Investment sale using the instructions below.
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Yes. The important action is to select the correct holding period if you choose to use 'Something Other Than a Date' and select 'Various'. Enter an Investment sale using the instructions below.
To enter your sale in TurboTax, follow these steps.
Open or continue your return.
Navigate to the investment sales section:
TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open
TurboTax Desktop: Search for investment sales and then select the Jump to link.
Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (select this box)
Answer Yes to the question Did you sell any of these investments in 2025?
If you land on the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments.
Click this link for more information. Where do I enter Investment Sales?
Select the appropriate Type
If you aren't sure of the date of purchase you can can select 'Something other than a date' to select Various
Be sure you know your holding period (long term is over one year, everything else is short term)
@blesna1