Skip to main content
April 11, 2023
Question

If I have sale proceeds for stocks and mutual funds which were both capital gains, where do I report them?

  • April 11, 2023
  • 1 reply
  • 0 views
No text available

1 reply

DoninGA
Employee
April 11, 2023

To report an investment sale you will need to upgrade to the Premier online edition from Deluxe.

 

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 (1099-B), 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