Where is Schedule D in TTAX 2016 Deluxe?

[curmudgeon1934]

Where is Schedule D in TTAX 2016

[TomYoung · Accepted solution]

If you are using the desktop product - which the icon next to your name suggests - then the way you "look at" Schedule D is to go into Forms mode, (click the "Forms" icon in the upper right hand corner of the screen), and look at it there.  However, you should not be entering information directly on Schedule D; if you do that you're just using TurboTax as an expensive typewriter and missing the utility of the program which is provided by the interviews.

To enter your trades you use the "Stocks, Mutual Funds, Bonds, Other" interview.  The information you enter that way will first go onto Form 8949 and then summary information from Form 8949 will flow onto Schedule D.

Tom Young

[fanfare]

To enter information directly onto a form  is considered an override. TurboTax won't even give you access to the fields on Schedule D. Instead enter the consolidated 1099-B details and TurboTAX will produce the forms for you.

[BennyG]

If one purchased TurboTax Deluxe 2016 for desktop, they can get to Schedule D multiple ways:

• By going through the interview format and answering the series of questions for Schedule D.
  -Wages and Income: Investment Income - 
• By going to the Forms mode and selecting the correct worksheets and forms to produce a Schedule D.
• Last and easiest method is by using the search bar in the top right hand side and typing the word Schedule D.
   - It will allow you to "Jump To" the Schedule D interview by clicking on the words 'Jump To'-

If one is in the interview section and they see an optional upgrade screen, there is a button to continue in Deluxe.

[fanfare]

You can "get to Schedule D", but not one of your three bullet list steps will do it.

If you do Open the Schedule D, still you must use the QuickZoom buttons to enter the 1099-B information elsewhere.