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Level 3
posted Feb 18, 2024 8:50:08 AM

Need to Enter in Cost Basis but Popup Window is Too Small

Hi - I have recurring issues year to year where my imported financial data for stock sales is often missing data and during the review it asks me to add it but I can barely read what transaction it is asking about because the popup window it appears in is so very small. I would recommend  instead jumping people to the form directly where they can edit in the full screen and see overall what is missing or needed. But for now can you help guide me to where I can jump to the form to enter all of the missing cost basis data because I need to research each transaction?  Thank you!

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1 Best answer
Level 3
Feb 21, 2024 7:58:53 AM

I was told and haven't had a chance to check it yet, to do a search for "Schedule D" and then there should be a link, click the link and when it asks do you want to jump to answer Yes.  Then it should have full edit access to the schedule D.  I haven't tested it yet, so fingers crossed.

4 Replies
Expert Alumni
Feb 21, 2024 7:28:51 AM

Were you able to solve your issue?

   

If not, please call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service  

Level 3
Feb 21, 2024 7:45:41 AM

Hello - No I have not been able to get the answer to this.

Level 3
Feb 21, 2024 7:58:53 AM

I was told and haven't had a chance to check it yet, to do a search for "Schedule D" and then there should be a link, click the link and when it asks do you want to jump to answer Yes.  Then it should have full edit access to the schedule D.  I haven't tested it yet, so fingers crossed.

Expert Alumni
Feb 21, 2024 7:59:02 AM

Please call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service