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tableclocks
Mar 6, 2021, 11:29 AM
i am useing taxact, they did a schedule 3, they did not do a schedule D, or 8449, as was done in the past for my investments, etc, is the schedule 3 ok ?
thank you

AtlantaTaxExpert
Mar 6, 2021, 11:50 AM
Was there any stock trading?

tableclocks
Mar 7, 2021, 03:27 PM
i bought some and sold some stock and mutual funds
when i viewed the fed return befor paying or sending, i noticed they did not use a d or 8949
maybe they just dont show it in the view ?
last year they did a D, no 8949
4200.00 in orinary div, should they be useing a schedule B ??
thank you sir

AtlantaTaxExpert
Mar 7, 2021, 05:17 PM
To get TaxAct to generate the Schedule D and Form 8949, you need to enter the stock and mutual fund SALES using Form 1099-B.

tableclocks
Mar 7, 2021, 05:24 PM
tks, ithink i got it all covered, tks

AtlantaTaxExpert
Mar 7, 2021, 06:31 PM
Glad to help!