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April 12, 2025
Question

Where do I find the info for schduel D noner of the investment types fit my cateogry (private stock transaction) No 1099

  • April 12, 2025
  • 1 reply
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Where do I find the info for Schedule D. None of the investment types fit my category (private stock transaction with no 1099)

    1 reply

    April 12, 2025

     The stock transaction/sale can be entered using the information below.

    To enter your sale in TurboTax, follow these steps. 

    1. Open or continue your return.
    2. Navigate to the investment sales section:
      • TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open
      • TurboTax Desktop: Search for investment sales and then select the Jump to link.
        • Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other
    3. Answer Yes to the question Did you sell any of these investments in 2024? 
      • If you land on  the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments.
      • Click this link for more information. Where do I enter Investment Sales?
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