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Investment Loss

Level 1

I am inputting an investment loss.  It is not related to a financial company so there is no 1099-B basis to report or financial company name.  The taxpayer also has a home sale in 2020 so one Form 8949 was used.  I wanted to add a 2nd Form 8949 to input the investment loss, but the Pro Series will not let me add a 2nd form to do this.  The regular Sch D transactions seem to all relate to reporting from a financial institution.  Any suggestions?


Thank you,


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2 Replies 2
Level 8

when it asks for the financial institution put NONE...

Level 15
Level 15

Main residence home sale?    Using the Home Sale Worksheet will drop it into the 8949 where it belongs.

The investment sale, just use a separate 1099B worksheet and scroll down past the brokerage info and enter it.

Both the investment and the home sale may end up landing on the same 8949, depending n their circumstances.

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