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We cashed out our investments. How do I fill in this information?
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We cashed out our investments. How do I fill in this information?
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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We cashed out our investments. How do I fill in this information?
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.
- Mark as New
- Bookmark
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- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
We cashed out our investments. How do I fill in this information?
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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