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To enter an investment sale -
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 (if shown)
Under Investment Income
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button
On the screen Let's import your tax info, click on Enter a different way
On the screen OK, let's start with one investment type select Stocks, Bonds, Mutual Funds and Continue
On the screen Which bank or brokerage is on your 1099‑B? enter any name and Continue
On the next screen answer the questions presented and Continue
On the screen Now, choose how to enter your sales select One by One and Continue
On the screen Look for your sales on your 1099‑B click on Continue
On the screen Now, enter one sale on your 1099‑B enter the information for your investment sale
In TurboTax Online Premium, enter an investment sale without a 1099-B form by following these steps:
as you go ytough in step-bustep you'll reach the investment section select stocks if it asks for a name for the account you can use whatever you want. It's not transmitted to the IRs.
for long-term the type would be F long-term, proceeds and cost not reported to IRS on 1099-B.
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