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New Member
posted Mar 14, 2025 6:08:18 AM

I want to manually enter some interest/dividend/investment income but no way to do this home and business edition

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2 Replies
Expert Alumni
Mar 14, 2025 6:19:13 AM

To enter your form manually:

  1. Open your return
  2. Go to Personal
  3. Select Personal Income then, I'll choose what I work on 
  4. Scroll down to Interest And Dividend
  5. Select Yes on the screen Did you receive any investment income? then Continue. If you see the screen Let's finish pulling in your Investment income, select Add investments then Continue.
  6. On the next screen, select skip Import

Level 15
Mar 14, 2025 6:25:00 AM

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

 

Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales

Using the desktop editions -

On the next screen click on Yes
On the next screen click on Skip import
On the next screen, select the Investment Type and continue