turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

What types of broker income is included in the stocks, mutual funds, bonds and other figure? only capital gains?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

What types of broker income is included in the stocks, mutual funds, bonds and other figure? only capital gains?

All that is included in the dollar figure next to "Stocks, Mutual Funds, Bonds, Other" on the "Your 2018 Income Summary" page is the net gain or loss from your own trades.

It's not necessarily to total of your capital gains or loss from all sources.

In order to see that number you need to look at Schedule D.  That will indicate where your "net" gain or loss originates.

Tom Young

pk
Level 15
Level 15

What types of broker income is included in the stocks, mutual funds, bonds and other figure? only capital gains?

capital gain / loss; dividend income, interest income, returned capital, foreign taxes  on income allocated etc.  

Does not your Broker statement detail out all your investment income ?

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question