I’m not sure if I’m required to file a 2023 tax return. I had no w2, w9 income but I have a broker account that generated gains and dividend income. Should I file ?

[JohnB5677]

I would suggest that you do prepare a tax return.

• Investment income has multiple twists and turns
• You can do this withs a TurboTax Online account.
• You can prepare the return and then decide if you need to file it or not.
• You won't pay until you actually file.

To start a new TurboTax Return

1. Go to TurboTax
2. Select Start In TurboTax
3. Create an ID and Password
4. Start a TurboTax session
5. You will need upgrades to file stock trades.

You should log into TurboTax.

1. Under Federal
2. Select Wages & Income
3. Scroll through the drop down list to Investments and Savings1099-B, 1099-INT, 1099-DIV, Crypto Gain/Loss Report
4. Select the type of investment
   1. Interest on 1099-INT
   2. Dividends on 1099-DIV
   3. Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
   4. Capital Loss Carryover
   5. If this is your first time using this area there will be multiple questions
5. The Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) has additional options.
   1. On the Let's import your tax info screen, select Enter a different way
   2. The screen OK, let's start with one investment type will come up
   3. It has 5 options to choose from.
      1. Interest
      2. Dividends
      3. Stocks & Mutual funds
      4. Cryptocurrency
      5. Other
   4. These should include the "property" that you sold.