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 into TurboTax to report the sale.
But what about non-security 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 2021? (or Okay! to Time to kick off 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 into your return yourself