Turbo Tax Premier user that can't find capital gains/losses 8949 worksheet

Forum|Forum|5 years ago
March 15, 2021
1 reply
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I have Turbotax Premier. I cannot get the worksheet to come up for line by line entries for investment sales. I have followed the directions in the sidebar to access the 8949 so I can report gains and losses, but nothing comes up. Do I need to completely delete my investment sales section and re-enter?

Not A Product Question

Best answer by JohnB5677

You will not make entries directly into the 8949 in TurboTax. You will post the investment income, and it will generate the 8949.

To enter your transactions:

Open or continue your return (if it's not already open) and search inside TurboTax for the phrase stock sales.
Select the Jump to link in the search results.
Answer Yes to both Did you sell stocks, mutual funds, bonds, or other investments? and Did or will you receive a 1099-B form or brokerage statement for these sales?
If you land on Here are all your 1099-B sales, select Add sales from a different brokerage. Then answer Yes to Did or will you receive a 1099-B form or brokerage statement for these sales?
When asked how you want to enter your 1099-B, select I'll type it in myself.
Select or enter your brokerage on the next screen and continue.

JohnB5677Answer

Alumni - Intuit

You will not make entries directly into the 8949 in TurboTax. You will post the investment income, and it will generate the 8949.

To enter your transactions:

Open or continue your return (if it's not already open) and search inside TurboTax for the phrase stock sales.
Select the Jump to link in the search results.
Answer Yes to both Did you sell stocks, mutual funds, bonds, or other investments? and Did or will you receive a 1099-B form or brokerage statement for these sales?
If you land on Here are all your 1099-B sales, select Add sales from a different brokerage. Then answer Yes to Did or will you receive a 1099-B form or brokerage statement for these sales?
When asked how you want to enter your 1099-B, select I'll type it in myself.
Select or enter your brokerage on the next screen and continue.