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Best answer by rjs

When you enter an investment sale TurboTax will create Form 8949 and include it in your tax return. To enter an investment sale go to:

  • Federal Taxes
  • Wages & Income
  • Investment Income
  • Stocks, Mutual Funds, Bonds, Other

But as tagteam said, you cannot enter investment sales in Free Edition. You will have to upgrade to Premium.

 

2 replies

Level 15
October 5, 2023

You will need to upgrade to report sales of securities if you're using the free version.

rjs
Level 15
rjsLevel 15Answer
Level 15
October 5, 2023

When you enter an investment sale TurboTax will create Form 8949 and include it in your tax return. To enter an investment sale go to:

  • Federal Taxes
  • Wages & Income
  • Investment Income
  • Stocks, Mutual Funds, Bonds, Other

But as tagteam said, you cannot enter investment sales in Free Edition. You will have to upgrade to Premium.