Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 4
posted Dec 27, 2024 1:40:01 PM

how to enter Schedule B ?

So, starting this year, when I click on "Stocks etc" under "Investment Income", it gives a list if payers, and places to click and enter Interest and Dividend income.   But nothing about capital gains.   How do I enter this ?   Do I have to click "Add Investments" even though the payer is already listed above ?   (Why can't they leave well enough alone ...)

 

0 3 7396
3 Replies
Level 15
Dec 27, 2024 1:59:32 PM

Click on the box labeled Stocks, Bonds, Mutual Funds

Level 4
Dec 27, 2024 2:03:55 PM

That's what I'm clicking on, if you're talking about the page that lists all the income topics ("Your 2024 Income Summary").   But that takes me to the page (I described in OP) that lists all my payers (which it knows from the previous year), and there is no such box there.

 

Level 15
Dec 27, 2024 2:28:44 PM

@RustyShackleford TurboTax partners will not be available to import financial tax forms until sometime in February.

 

Using the online editions, on the page Let's import your tax info click on Enter a different way

On the page OK, let's start with one investment type click on the box Stocks, Bonds, Mutual Funds

 Using the desktop editions, on the page labeled Let Us Enter Your Bank and Brokerage Tax Documents click on Skip Import

 

On the page OK, lets start with one investment type, click on the box Stocks, Bonds, Mutual Funds