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sjrcpa
sjrcpa
Level 15
July 26, 2024

If it  was held for investment, Schedule D/Form 8949.

The more I know the more I don’t know.
    PATAX
    PATAX
    Level 12
    July 26, 2024

    Quickfinder and the Tax Book have excellent information on this.

      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      July 27, 2024

      Use the 1099B worksheet, just skip over the brokerage info at the top and enter it in the entry boxes below, that will make it flow to Sch D and the 8949.

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