2025 Form 1099-B and Schedule D

5 replies
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Hi Intuit team, when can we expect the Schedule D/Form 1099-B in the 2025 desktop or online version to be available?
It has been available on the IRS official web site for some time.
It was supposed to be ready in TT on 1/6/26 but it is still not there despite the last SW update that was published last night.
The desktop version mentionned that it will be available in February. That cannot be true
I need this urgently for the 1040ES that is due on 1/15/26
Please give an ETA
Thanks

DoninGA

Level 15

TurboTax normally updates the program on Thursday's. Check back on 01/08 or on Friday, 01/09 to see if the investment sales section is available.

baldietax

Level 12

for your 1040ES what do you need from interview mode, you can input Schedule D in forms mode that is available.

ClaudeBVAuthor

Level 2

The schedule D from is locked on the 2025 TT version.
I know… why??

baldietax

Level 12

you can't enter directly on Schedule D if that's what you mean by it's locked

go to Open Form > Capital Asset Sales Worksheet

and plug in your short and long term proceeds/cost basis in that worksheet and that will flow to Schedule D

another alternative if you've got your net short and longs calculated offline, is you can just plug in a 1099-DIV with short term gain as ordinary dividend and long term gain as qualified dividend. if you have a net loss that's a negative adjustment to income. Check 1040 and the Qualified Dividend and Cap Gains Worksheet for the outcome.

you can probably also just use something like this for estimation purposes and turbotax will be ready for filing

https://www.dinkytown.net/java/1040-tax-calculator.html