I have completed form 7203 and need to report excess distributions to from 8949 to flow to Sch D but I my TT will not loan form 8949. I have schedule d in forms but I am not able to type anything in it. It says amount comes from form 8949. Need help.
029257
2 Replies
M-MTax
Level 12
Jun 30, 2024 4:27:28 PM
Not 100% sure here but I don't think Turbotax will pick that up automatically......I think you have to make the entry yourself on form 8949. IOW, report it as a capital gain on form 8949.
Mike9241
Level 15
Jun 30, 2024 6:10:39 PM
in jump to/search box type in "capital asset sales" - no quotes
then open the worksheet
if it asks for financial institution just type in xxxxxx