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Question

How do I do summary filing for stock sales?

Forum|Forum|11 months ago
April 6, 2025
1 reply
0 views

Following the help directions, I deleted the imported sales of hundreds of stocks so I could do summary filing instead, but the directions on how to do that don't work for me. Where do I need to go?

Below is a link on how to remove those transactions and input them as a whole summary

Use summary filing

If you are stuck on a step, please reply to this thread with more details to try to better assist you, or contact TurboTax Customer Support at the number provided below

TurboTax Phone Number

This help link is exactly what I was trying to follow and it doesn’t work for me. Step 2 does not take me to “did you sell stocks” and when I try to add stocks it wants me to enter one at a time.

After you choose 'Add Investments' at the bottom of the investment page, choose 'Skip Import'.

Then you should get a page with icons for investment types. Click on 'Stocks, Bonds, Mutual Funds' and Continue.

On the next page, you enter your Brokerage Name (account number/EIN optional).

Then there's a few questions about employee stock, number of sales, did you buy?

Next page, 'Choose how you want to enter your sales', click on 'Sales Section Totals'. Continue past the next screen.

Then you'll get a page of entry boxes to choose the Sales Category and enter the totals for Proceeds/Cost Basis for that category.