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Where do I enter investment sales?

SOLVEDby TurboTax806Updated 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:

  1. Open (continue) your return in TurboTax
  2. In the search box, search for investment sales then select the Jump to link in the search results
  3. Answer Yes to the question Did you sell any of these investments in 2022? (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
  4. Follow the on-screen instructions to either import your investment sale info or enter it in your return yourself

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