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March 14, 2025
Question

I want to manually enter some interest/dividend/investment income but no way to do this home and business edition

  • March 14, 2025
  • 2 replies
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    2 replies

    March 14, 2025

    To enter your form manually:

    1. Open your return
    2. Go to Personal
    3. Select Personal Income then, I'll choose what I work on 
    4. Scroll down to Interest And Dividend
    5. Select Yes on the screen Did you receive any investment income? then Continue. If you see the screen Let's finish pulling in your Investment income, select Add investments then Continue.
    6. On the next screen, select skip Import
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    DoninGA
    Employee
    March 14, 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 desktop editions -

    On the next screen click on Yes
    On the next screen click on Skip import
    On the next screen, select the Investment Type and continue