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 (1099-B), 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
Note - You will have to upgrade to the Premier online edition to enter the investment sale.