Where do I enter investment sales?
by TurboTax•117• Updated 1 month 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 or continue your return.
- 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.
- 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.
- Follow the onscreen instructions to either import your investment sale info or enter it in your return yourself.
More like this