topic Re: how to enter Schedule B ? in Get your taxes done using TurboTax

how to enter Schedule B ?

RustyShackleford — Fri, 27 Dec 2024 21:42:10 GMT

So, starting this year, when I click on "Stocks etc" under "Investment Income", it gives a list if payers, and places to click and enter Interest and Dividend income. But nothing about capital gains. How do I enter this ? Do I have to click "Add Investments" even though the payer is already listed above ? (Why can't they leave well enough alone ...)

Re: how to enter Schedule B ?

DoninGA — Fri, 27 Dec 2024 21:59:32 GMT

Click on the box labeled Stocks, Bonds, Mutual Funds

Re: how to enter Schedule B ?

RustyShackleford — Fri, 27 Dec 2024 22:03:55 GMT

That's what I'm clicking on, if you're talking about the page that lists all the income topics ("Your 2024 Income Summary"). But that takes me to the page (I described in OP) that lists all my payers (which it knows from the previous year), and there is no such box there.

Re: how to enter Schedule B ?

DoninGA — Fri, 27 Dec 2024 22:28:44 GMT

@RustyShackleford TurboTax partners will not be available to import financial tax forms until sometime in February.

Using the online editions, on the page Let's import your tax info click on Enter a different way

On the page OK, let's start with one investment type click on the box Stocks, Bonds, Mutual Funds

Using the desktop editions, on the page labeled Let Us Enter Your Bank and Brokerage Tax Documents click on Skip Import

On the page OK, lets start with one investment type, click on the box Stocks, Bonds, Mutual Funds