In TurboTax Online, follow these steps to access IRS form 8949 / Schedule D Capital Gains and Losses:
- Open or continue your return.
- Select Federal down the left side of the screen.
- Select Wages & Income down the left side of the screen.
- Select Show more to the right of Investments and Savings.
- Select Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
- Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2021?
- If you land on Your investments and savings, select Add investments.
- At the screen Relax. We got it, select Continue.
- On the Let's import your tax info screen, select Enter a different way.
- On the OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue.
- At the screen Which bank or brokerage, enter the information.
- Do these sales include any employee stock, enter No.
- Do you have more than three sales, enter Yes.
- Do these sales include any other types of investments, enter No.
- Did you buy every investment listed, enter Yes. Continue.
- On the screen Now, choose how to enter your sales, select One by one. Select Continue.
- At the screen Look for your sales on your 1099-B, select Continue.
- You will now be able to enter your sale information.
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