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New Member
posted Aug 2, 2025 2:40:38 PM

Where do I input the gross proceeds and Cost or other Basis Transactions?

Where would I put the $5,049.07 and $4,775;87 amounts?

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1 Replies
Level 15
Aug 2, 2025 2:50:34 PM

Are you entering an investment Sale?  Did you get a 1099B?  You need to upgrade to Premium to enter sales.

 

Enter a 1099 B under
Federal Taxes
Wages & Income 
Then scroll down to Investment Income
Then Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) - click Start
Then click +Add Investments at the bottom

Then Import your info OR Skip Import at the bottom
Then pick box Stocks, Bonds, Mutual Funds - then Continue


Enter the bank or broker
Answer some general questions and Continue
Then Continue a couple more screens and you finally get to the 1099B entry screen.