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In TurboTax (TT), enter at:
- Federal Taxes tab (Personal in Home & Business)
- Wages & Income
Scroll down to:
-Investment Income
-Stocks, mutual funds, Bonds, Other
You will be asked if you got a form 1099-B. Whether you answer yes or no, the interview will allow you to continue.
In the Search box type "investment sales" (without the quotes), then click the link that says "Jump to investment sales."
You should have received a Form 1099-B for the sales from the broker, investment manager, or financial institution. You will just enter the information from the 1099-B.
In TurboTax (TT), enter at:
- Federal Taxes tab (Personal in Home & Business)
- Wages & Income
Scroll down to:
-Investment Income
-Stocks, mutual funds, Bonds, Other
You will be asked if you got a form 1099-B. Whether you answer yes or no, the interview will allow you to continue.
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