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March 6, 2023
Question

Can anyone help me find my investment sales summary?

  • March 6, 2023
  • 1 reply
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Where in the program is the investment sales summary?

1 reply

March 6, 2023

In TurboTax Online, the Sales Summary will be in:

 

 

  1.  Wages and Income, on the left menu
  2. Scroll to Investments and Savings and click on Show More
  3. Select Revisit for Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
  4. This will list the various investment forms entered. Select your Form 1099-B, if it is stock sales
  5. It will show the Review your sales screen with a list of entries.