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Level 2
posted Feb 9, 2020 8:32:00 AM

How can I get TurboTax to correctly report capital gains adjustments on Sch D Part II(g) and Form 8949?

1 10 1912
10 Replies
Expert Alumni
Feb 9, 2020 12:21:07 PM

I'm not quite sure what you want to adjust, but after you've entered the base transaction from your 1099-B.  There is an option on the bottom [I'll enter additional info on my own].  This will give you a host of additional opportunities to make adjustments.

Level 2
Feb 9, 2020 12:26:42 PM

But I don’t have a 1099-B. I have a 1099-S and need to make adjustments to the gain to account for selling expenses (column (g) on Schedule D). 

Expert Alumni
Feb 9, 2020 1:19:39 PM

If you have a 1095-S you sold a property.  It could have been your home, a second home or a rental property. 

 

You will go to the INCOME section of your return and go to:

  1. I'll choose what I work on
  2. Scroll to the bottom
  3. Less Common Income
  4. You will see sale of Home

Level 2
Feb 9, 2020 1:56:31 PM

That section is not applicable as I do not have a 1095-S; I have a 1099-S (sale of land, long term asset, held for personal use). 

Expert Alumni
Feb 9, 2020 3:25:53 PM

Go to though the Investments section again, and look for the checkbox - then it will open and you can enter the selling expenses.

@hall-amanda

Level 2
Feb 9, 2020 3:51:36 PM

Thanks - that’s exactly the screen that I need, but are you using the software version (as opposed to TurboTax online? I’m using the online version and don’t get that option/checkbox from the investments section. 

Expert Alumni
Feb 10, 2020 11:23:50 AM

You can click "See all tax breaks" at the bottom of the Income & Expenses list or you can use the search box toward the upper right corner to search for "1099-S". 

Level 2
Feb 12, 2020 6:13:03 AM

Neither of those options work for inputting selling expenses for a long-term capital asset in order to take an appropriate adjustment to the taxable gains. 

Level 15
Feb 12, 2020 9:32:38 AM

enter it as a home sale, and turbotax will allow a selling expense adjustment.

OR

just make the adjustment directly in cost or other basis.

Level 1
Jun 27, 2020 10:32:38 AM

Thanks, it worked.