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How can I get schedule D information from 2021 I can’t obtain. What if I leave it blank

 
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How can I get schedule D information from 2021 I can’t obtain. What if I leave it blank

Excellent question!!

I would suggest that you go online to your IRS account and see if there is any information in your 2021 tax transcript.

IRS account to view transcript, set up payment plan and make estimates  Once you create your account, go to Tax Records, Get Transcripts, put in a reason, GO.  Then you will see all of your transcripts.  You can also set up a payment plan, and make estimated payments with your IRS account.

You might not be able to see the Schedule D but you will see what was on Line 7 for Capital Gains or Loss.

Otherwise go back to the place where you prepared your 2021 tax return and ask for the pdf copy of your return.

If you did it with Turbo Tax Online and can not find it, maybe you have more than one account?

You can also request a copy of your return from the IRS:

https://turbotax.intuit.com/tax-tips/irs-tax-return/how-to-obtain-a-copy-of-your-tax-return/L13d9uLM...

If you need to file your return before the deadline, you can file it now and then amend when you get the updated information.

If you have a refund coming, I would suggest waiting for the information and then filing.  There will be no interest or penalties if you have a refund.  You just need to file within 3 years of the filing date (April 2023) to receive your refund.

I sure hope this has helped.

If you reply back, I will try to keep an eye open to assist further.

Please give me a thumbs up if this was helpful.

Katie S.

Katherine S 63
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