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Where do I enter investment sales?
by TurboTax• Updated 3 weeks 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:
- Open (continue) your return in TurboTax.
- In the search box, search for investment sales then select the Jump to link in the search results.
- Answer Yes to the question Did you sell any of these investments in 2023? (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.
- Follow the on-screen instructions to either import your investment sale info or enter it in your return yourself.
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