turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

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 ...)

 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies

how to enter Schedule B ?

Click on the box labeled Stocks, Bonds, Mutual Funds

how to enter Schedule B ?

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.

 

how to enter Schedule B ?

@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

Stocks, Bonds online.JPG

 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

Stocks, Bonds desktop.JPG

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question