I have a long term investment loss not accounted for via a Form 1099. Therefore I need to check Box F on Part II of Form 8949. How do I check Box F?

[jdewitt]

TurboTax does not appear to allow any long term gains or losses with a From 1099. Yet Form 8949 has a Box F on Part II that would handle this.  I'm unable to check Box F.  Please advise how to do this or fix the program.

[HelenaC]

Do you mean you have a long term carryover loss from previous years for stock trades reported on your tax return in previous years?

[jdewitt]

No, this investment ended in 2018 with a loss but no 1099.  Not a stock investment. Thanks

[HelenaC · Accepted solution]

You would enter this as an investment sale. TurboTax would automatically carry it over to the appropriate IRS form.

Here's how you enter investment sales not on 1099-B:

1. Open (continue) your return in TurboTax.
2. In the search box, search for investment sales then select the Jump to link in the search results.
3. Answer Yes to the question Did you sell any investments?
   • If you land on the Here's the investment sales we have so far screen, select Add More Sales.
4. Answer No to the 1099-B question.
5. On the next screen, select the type of sale you had (like second home, collectible, or land) and Continue.
6. Continue following the onscreen instructions to enter the sale.

Related Information:

• Where do I enter a 1099-B?
• Do I have to report personal items that I sold?