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February 2, 2023
Question

How do I account for proceeds received from a private stock placement and no tax doc received from the company?

  • February 2, 2023
  • 1 reply
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1 reply

February 3, 2023

You will enter as an investment sale:

 

  1. Sign in to TurboTax and select Pick up where you left off or Review/Edit under Wages & Income
  2. Select Search, enter sold second home, and select the Jump to link at the top of the search results=
    Answer Yes on the Did you have investment income in 2022? screen, then Continue
  3. If you land on the Your investments and savings screen, select Add Investments
  4. On the next screen, select Enter a different way
  5. On the OK, let's start with one investment type screen, select Other (land, second homes, personal items), then Continue
  6. On the Tell us more about this sale screen, enter the information about the sale