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March 4, 2025
Question

How do I access long term investments

  • March 4, 2025
  • 1 reply
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I sold a vacation property

    1 reply

    DoninGA
    Employee
    March 4, 2025

    To enter an investment sale -

    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, Cryptocurrency, 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


    Using the online editions -

    On the screen Did you have investment income in 2024? click on Yes

    On the screen Let's import your tax info click on Enter a different way

    On the screen OK, let's start with one investment type, select Other and Continue

    On the screen Tell us more about this sale enter a Name and Continue

    On the following screen select the type of investment sale on the dropdown What type of investment did you sell?

    Continue with this section until it completes.