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New Member
posted Jun 1, 2019 2:41:58 PM

I received a 1099-MISC from a former employer that was sold so dissolved an ES0P program this should havve been reported as capital gains what do I do?

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Level 2
Jun 1, 2019 2:42:00 PM

If you have already filed your return, you will need to amend it.  Here are the instructions to Amend My Return in TurboTax.  Be certain you send a copy of your 1099-MISC along with your explanation of your changes.  Follow the instructions below to enter your 1099-MISC for capital gains.

If you have not filed, you can add your 1099-MISC to your return as follows.  Depending on which box the number is reported in, the IRS may write you for more information if they can't match the 1099-MISC, so be sure to keep it and all your supporting documentation.

To enter your capital gain item in TurboTax,

  • In your Federal return, choose Wages & Income
  • Scroll down to Investment Income (you might have to select See more income to view this topic) and Show more
  • Start or Revisit Stocks, Mutual Funds, Bonds, Other
  • Add a sale and answer No, you did not receive a brokerage statement.  You will see the screen Choose the type of investment you sold.  Select the correct option and Continue
  • On the next page "Choose your bank or brokerage," or scroll down to the gray button in the lower right and select "I'll type it in myself."
  • Enter the issuer's name as shown on your 1099-MISC and Continue through the interview.