Question
1099-B, Schedule D and 8949
I have a mutual fund that needs an entry on schedule D with an 8949 form. I am trying to generate the schedule D but every time I go into interview mode, it will not ask me anything about the losses as per the below:
- Open your return.
- Select the Personal tab, then Personal Income.
- Select I'll choose what I work on the right.
- Select Start or Update to the right of Stocks, Cryptocurrency, Bonds, Mutual Funds, Other.
- Answer the first question Yes, or if you already sales here select Add more sales.
- Select the Other tile, then Continue.
- Enter the information on the next few screens according to your situation.
- Enter Liquidation distribution as the name, then select Continue.
- For type, select Stock, unless one of the other descriptors is more accurate.
- Answer the rest of the questions on the screen according to your situation, then select Continue.
- Select None of these apply, then Continue.
- Answer the last question based on the length of ownership.
I do have the 1099B worksheet, but when I look at the schedule D, the name of the fund doesn't show?
I think it is a bug you can't do the 8949 directly.
