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?
You are in the Online version, so I will focus on that.
Go to Wages & Income
Scroll to Investments and Savings
Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
Time to kick off your investments! = Okay
Relax. We got it.= Continue
Let's import your tax info = Enter a different way
Select what you want to post from the 5 boxes.
Select Stocks, Bonds, Mutual Funds = Continue
Enter the bank or brokerage = Continue
Tell us about the sales on your m 1099‑B = Answer questions
First question: Do these sales include any employee stock? This includes ESPP, RSU, RS, NQSO, and ISO.
We strongly suggest entering sales one by one = Enter one by one
Continue through the interview.
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?