I am working on my turbo tax 2024 premier tax return and it appears that I may have entered information for the sales two different ways before I did the step by step approach and have a capital assets sales worksheet and a 1099 B worksheet for my bond and stock account sales.
How do I determine if I have duplicated the information
You may have to review and compare the individual entries.
At the screen Let's finish pulling in your investment income, click the down arrow to the right and click Edit to see the individual transactions.
At the screen Review your sales, you may see the individual transactions.
Or you may view the IRS form 8949 Sales and Other Dispositions of Capital Assets to see whether transactions have been duplicated.
You may print or view your full tax returns prior to filing after you have paid for the software.
You may have to review and compare the individual entries.
At the screen Let's finish pulling in your investment income, click the down arrow to the right and click Edit to see the individual transactions.
At the screen Review your sales, you may see the individual transactions.
Or you may view the IRS form 8949 Sales and Other Dispositions of Capital Assets to see whether transactions have been duplicated.
You may print or view your full tax returns prior to filing after you have paid for the software.