How do I properly fill out the Capital Gains/Losses form for stocks I sold in an unsheltered account? I am looking for precise details on how to fill in each box.

alex_turcotte1 · ‎April 7, 2021

thakar88 · ‎April 17, 2021

Thank you for choosing TurboTax.

At the top of the page, you will see the "find" button click it and find "Capital Gain and Capital Gain Deduction profile".
You need to select the first options as you sold stocks and continue.
In the first line, you will select "Mutual funds/publicly traded shares/stocks".
Complete the second line for spousal percentage in case you have a joint account.
In the 3rd line, you need to write the number of shares or face value.
In the 4th line type the name of your brokerage.
5th line leaves blank in your case.
In the 6th line enter a year when you purchased the share.
In the 7th line enter a day and month of the year 2020 when you sold those stocks.
In the 8th line enter the selling price of the stocks
In the 9th line enter the purchase price of stocks
In the 10th line enter brokerage charge for both purchase and sale of stocks.
The Last line leaves blank and clicks to continue. On the next page, you will see a capital gain or loss.

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