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February 27, 2021
Question

Need to access Schedule D. Had Deluxe and almost finished when realized needed to add Schedule D info. Upgraded to Premier but can't find "Jump To" Link to get there?

  • February 27, 2021
  • 1 reply
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1 reply

DoninGA
Employee
February 27, 2021

To enter an investment sale from a brokerage account (1099-B), follow the steps below.

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Under Investment Income
  • On Stocks, Mutual Funds, Bonds, Other, click the start or update button

Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales