Capital Gain

jlhowar1 — Mon, 09 Mar 2026 10:19:53 GMT

We had $28,097 in capital gains in 2021 that I need to report on Federal and State taxes - how do I do that in Turbo Tax?

Re: Capital Gain

ColeenD3 — Sat, 16 Apr 2022 15:55:04 GMT

Enter your 1099-B, following the steps below. The gain will transfer to the state return.

Here's where you enter or import your 1099-B in TurboTax:

Open (continue) your return, if you haven't already
Locate the search bar. Search for 1099-B, then select the Jump to link in the search results
Select Okay! on the screen Time to kick off your investments! OR Yes on the screen Did you sell any of these investments? then Continue
- If you see Your investments and savings or Your investment sales summary, select Add investments or Add more sales
When you reach Let's import your tax info, choose how you want to enter your 1099-B:
- To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form
- If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen
On the following screens, answer the questions about your 1099-B
When you reach the Review your sales screen, the form you just entered should be listed
- If you need to add another 1099-B, select Add another sale. Otherwise, Continue