Investment income not showing up

Forum|Forum|2 years ago
March 10, 2024
1 reply
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I'm on the Wages & Income page for Premier. Under "Investment Income" the first topic is Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. It show what I had in 2022. Under 2023 it says "Available Now" in green. The Update button is grey. I click on Update it shows the 2 1099B forms I input from my brokerage accounts with correct gains, etc. I select Continue and it does not show the gain...just available now in green.

What's going on? It updated today before I opened Premier. I would like to get my taxes done, but can't if it's not including my gain!

Thanks for the help

Best answer by JamesG1

If you click on FORMS in the upper right corner of the screen, is the income correctly reported on Schedule D and Form 8949? Is there an Error icon to the left of the forms?

Click Step-by-step in the upper right hand corner of the screen.

Select Smart Check to see whether it reports errors related to your IRS form 1099-B entries.

JamesG1Answer

If you click on FORMS in the upper right corner of the screen, is the income correctly reported on Schedule D and Form 8949? Is there an Error icon to the left of the forms?

Click Step-by-step in the upper right hand corner of the screen.

Select Smart Check to see whether it reports errors related to your IRS form 1099-B entries.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

akmisterekbensonAuthor

Thanks! It was entered there mostly correct but there was a couple of weird entries. So I deleted the forms and then imported them. That seemed to take care of the problem. Just another bug I've found in Turbo this year. It's been a bit disappointing.