Sr. Citizen And Turbo Tax Quest., Please ? (Sch. 1)

Hello,
Sr. Citizen now, very, so please bear with me a bit. For the first time ever, I thought I would try to pull myself up from cave-man status
and try using Turbo Tax, Deluxe.
I have nothing too fancy, complicated, or convoluted. Pretty basic Joint, family, return.
Do have some Capitol Gains, though.
In my very humble opinion, Turbo Tax is a "mess". All sorts of problems, and in trying to understand what they are doing. Can't even sign up for their Forum, as it asks for my personal password, which, when entered, it won't accept.
May I please ask this specific question.
I want to use Schedule 1, the Additional Income and Adjustments to income schedule.
-No matter what i do, it won't allow me to enter anything in line 13 (Capital Gain). -Or, will it allow me to check the box for Sch D not being required.
What am I missing, as usual, or doing wrong ?
Is it that their "Delux" edition won't allow this ? The sch. does appear as I can pull it up, but I can't enter anything into it.
Thanks for the help; much appreciated. Bob
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On Monday, March 25, 2019 at 8:26:42 AM UTC-7, Robert11 wrote:

Well, it's "capital gains", and Turbo Tax suggests that you need the "Premier" level to handle that.

Your Turbo Tax forum account and password is independent of your Turbo Tax (or Intuit) account and password.

I haven't trying doing a return manually in years, so I don't know how the "postcard" return interacts with the way the return used to be prepared. However, if you have actual sales requiring capital gain treatment, you would need to prepare forms 8949, which map to form 1040 Schedule D, which maps to 1040 Schedule 1 line 13, which maps ....
Actually, I was wrong. Forms 8949 with boxes A or D checked (indicating basis reported to the IRS on form 1099-B), and with no adjustments or codes, do not need to be filed, although they probably should be prepared, in case you missed a 1099-B.
Forms 8949 have generally been required for a few years, now.
-- Arthur Rubin, CRTP, Brea, CA
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You don't enter the result. You enter your source documents. If you have a Form 1099-DIV with capital gain distributions in box 2a, you enter the 1099-DIV. The capital gain distributions will flow to Schedule 1 line 13 and, if you haven't entered anything that requires Schedule D, the box will be checked for Schedule D not required.
The idea of any tax software is not for you to just fill out the forms yourself on a screen instead of on paper. It's for the software to fill out the forms for you, based on your inputs. It's designed for you to enter your information primarily using the question and answer interview, not to make entries directly on the forms.
You seem to be using the TurboTax software installed on your computer from a CD or download. To clarify for anyone else who might be reading this, TurboTax Online does not have all of the capabilities mentioned here, and TurboTax Online Deluxe cannot handle all of the situations that the Deluxe CD/Download software can handle.
Bob Sandler
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On Monday, March 25, 2019 at 8:26:42 AM UTC-7, Robert11 wrote:
I don't use TurboTax, but here are some general answers.

I'm not sure what you mean here by "personal password". Are you using their on-line product?
Did you already create an account for TurboTax or their forum? I suppose if you are using their on-line product you must have.
If yes, then you may need to go through the password reset process if your password isn't working. If no, then you may need to sign up for the forum and create a password.
You could also try asking the TurboTax help center directly: https://support.turbotax.intuit.com/contact/

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I've been using turbotax for personal returns since it was published by "Chipsoft" in the 70s.
I assume this is the TT Deluxe CD or downloaded installer. While there have been some PR debacles over "Deluxe" capabilites in the past (along with an anti-piracy debacle) "Deluxe as always met my needs (Sked A/B/C/D/E and a couple years AMT).
The key is to use the "step-by-step" method and only try to enter data into "forms" after you've completed the relevant step-by- step. If you can't enter a number into a form, you can typically do an "override", but unless you really, really know what you are doing, don't do this. Mostly you need to right- click and see the "data source" which in many cases is a TurboTax "smart worksheet" -- place which collects the raw data before it is transferred into the actual IRS form. If you are going to make manual entries (not in step-by-step) you should always do it in the "smart worksheet".
For 1099s TurboTax creates "facsimile" form 1099s that take the data directly from the hard-copy 1099 you have (in this case I assume a 1099B or 1099Div). If you enter the data exactly as in the hard copy, it will flow to the right lines in the various IRS forms.
scott s. ..
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