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To enter an investment sale other than from a brokerage account (1099-B), follow the steps below.
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Under Investment Income
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button
Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales
Using the desktop editions -
On the next screen click on Yes
On the next screen click on Other and continue
Enter a Name and continue
On the next screen, select the Type of investment sale
Using the online editions -
On the next screen click on Yes
On the next screen, click on Enter a different way
On the next screen, click on Other and continue
Enter a Name and continue
On the next screen, select the Type of investment sale
Or...define better what the entries or entry, actually is that you are trying to make
If only gains due to certain 1099-DIV, box 2 numbers, they may not trigger, nor require a Sched D unless they total over a certain amount.
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