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cwftex
New Member

I need to enter non 1099-B item on Schedule D. Program is not creating the Form 8949?

 
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2 Replies

I need to enter non 1099-B item on Schedule D. Program is not creating the Form 8949?

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

I need to enter non 1099-B item on Schedule D. Program is not creating the Form 8949?

@cwftex 

 

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.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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