Schedule D - Help

2 replies
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I am trying to update schedule D for losses from stock sales in 2023 but when I pull it up there is not an editable document.

There isn't a lot to report but every bit helps.

Help?

Mike9241

Level 15

if you are using the basic online version it does not have schedule D. you must upgrade. otherwise in the jump to/search box type "capital". no quotes. then from the list double-click on the capital asset sales worksheet. follow the instructions at the bottom of the window that opens.

or in step-mode Federal taxes> wages and income tab. scroll down to investment income, select one of the first two lines

Mike9241

Opus 17

Level 15

I believe that even in forms mode with the desktop version, you can't directly edit schedule D. Most of the information on schedule D flows from a worksheet or another form like form 8949. You have to edit the source of the information where it flows from, rather than directly editing the schedule D.