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wkms
Returning Member

Why did TurboTax change the way to enter Stock investment?

TurboTax doesn't seem to allow manually enter individual stock sale any more?  It just asks total proceeds and total cost basis.  This doesn't work for me because I have ESPP sales.  Can anyone comment on how to manually enter individual stock sales?
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JohnB5677
Expert Alumni

Why did TurboTax change the way to enter Stock investment?

You are in the Online version, so I will focus on that.

 

Go to Wages & Income

  1. Scroll to Investments and Savings

  2. Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)

  3. Time to kick off your investments! = Okay

  4. Relax. We got it.= Continue

  5. Let's import your tax info = Enter a different way

  6. Select what you want to post from the 5 boxes.

  7. Select Stocks, Bonds, Mutual Funds = Continue

  8. Enter the bank or brokerage = Continue

  9. Tell us about the sales on your m 1099‑B = Answer questions

  10. First question: Do these sales include any employee stock?  This includes ESPP, RSU, RS, NQSO, and ISO.

  11. We strongly suggest entering sales one by one = Enter one by one

  12. Continue through the interview.

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Why did TurboTax change the way to enter Stock investment?

that's what I did.

The weird thing is that I can't edit.  When I edit, it only has an option to change proceeds total or "Add another sales total".   

there is no where it allows me to input individual stock sales.  In fact, when I print out the final tax return, it only has schedule D without form 8649.

I started the tax return with free version.  I later had to upgrade to premier because of stock sales (small amount). I'm not sure if TurboTax bug? why it doesn't show form 8649 or allow me to enter individual stock?

Why did TurboTax change the way to enter Stock investment?

OK, I figured it out.  I deleted everything and re-imported.  Previously, I must answered no to question "did you buy the investments?".  this time I answered yes.  everything works

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