698895
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

jnita11
New Member

How do I report investments on stock that was sold in 2016 but were made in the years befpre 2007, not included on the broker's statement?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

How do I report investments on stock that was sold in 2016 but were made in the years befpre 2007, not included on the broker's statement?

If the broker's statement is missing the date of purchase and the purchase price then you will need to enter those in the program when prompted.

To enter an investment sale from a brokerage account (1099-B), follow the steps below.
• Click on Federal Taxes (Personal using Home and Business)
• Click on Wages and Income (Personal Income using Home and Business)
• Click on I'll choose what I work on
• Under Investment Income
• On Stocks, Mutual Funds, Bonds, Other, click the start or update button

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question