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Where do I enter investment sales?

by TurboTax65 Updated 2 days ago

When you sell stocks, bonds, mutual funds, or other securities, you should get Form 1099-B from your brokerage by mid-February. Simply enter the form in TurboTax to report the sale.

But what about nonsecurity investment sales like coins, collectibles, timber, land, or a second home? Here's how you enter those:

  1. Open or continue your return.
  2. Navigate to the investment sales section:
    • TurboTax Online/Mobile: Go to investment sales.
    • TurboTax Desktop: Search for investment sales and then select the Jump to link.
  3. Answer Yes to the question Did you sell any of these investments in 2024? (or Okay! to Time to kickoff your investments!).
    • If you land on the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments.
  4. Follow the onscreen instructions to either import your investment sale info or enter it in your return yourself.

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