Investors & Landlords Tax Forum Q&A

Help in validating 1099-B capital gains tax being calculated

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Help in verifying 1099-B reporting calculation

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Alpaca Transaction Import

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Capital Gains

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Cost Basis for Solventum stock

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How do I report a spin off that we received cash for plus shares of stock? We then sold the shares of stock,

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I can change the name of a downloaded 1099INT or 1099DIV. Why can't I change the name of a 1099B, to distinguish among accts from one financial company?

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TurboTax removed the ability to see an aggregated short term vs long term (covered vs. non-covered) capital gains per 1099B? OSX Desktop app

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option premium payment on 1099b

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Sale of Stock obtained through a Spin-Off

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Prevent Turbotax from deducting Capital Loss

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Entering ESPP stock sales

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Download from multiple accounts with same broker

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How to report a stock sale with no clear cost basis?

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sales of stock

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TurboTax not generating Schedule C for Section 475f

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REIT capital gains tax for foreign investors?

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Stock Gains and Losses

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taxes on wash sale disallowed if net loss is greater

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State Capital Gains Tax

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Turbotax doesn't allow me to correct one single cost basis in an imported 1099-B nor does it allow me to delete only one imported account

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If Restricted Stock Units (RSU) is included in Box 14 of my W2, what do I put for “Category” in TurboTax?

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ISO Exercised and Held in 2021 (Do I need to delete "ISO Purchase Summary" in 2022 tax return?)

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how to enter 1099 misc

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TurboTax is putting personal income from 1099-MISC onto schedule C and (incorrectly?) calling it business income

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B Shares sale but no 1099 B

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Did 2023 turbo tax premier change how E*Trade ESPP entries are done? Suspiciously much simpler than last year, for real?

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Reverse split results in only fractional share, received cash in lieu for it. How to report?

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California Capital Loss Carryover

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Foreign stock

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How to enter cash in lieu of amount, TurboTax Premier 2023 Windows Desktop edition

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1099-B has fewer sale lots (NQSO) than supplemental form. Skip reporting cost basis?

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1099-B does mot match fidelity import

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Do I need to send in stock sales documentation?

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Putting summary in 8949 for foreign Mutual funds

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Part Year MICHIGAN resident. How to adjust MI CAP gains. Not all stock sales reported in federal are copied to STATE.

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Avoiding tax underpayment penalty after incurring significant long term cap gains on stock in 1st quarter of 2024

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Cost basis for custodian mutual fund

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Gifting stock

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Joint Brokerage Accounts and Capital Gain/Loss Taxes with Nominee

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Reporting covered call transaction without a 1099B form. Provided with a 1042-S form instead with no information about capital gains.

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ESPP, 1099-B and 3299: Reporting Disqualifying disposition resulting in short-term capital loss

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Should I report 1099-B sale made by my company to cover tax?

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Is this wash sale calculation correct? Looks like a rounding bug?

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How do I report sale of stock options when I don't have a 1099-B?

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Foreign Tax Credit - I can't get it to work

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Cash In Lieu Combined with Sales on 1099-B

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How do I report WeBull free stocks that I sold last year?

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reporting capital gains

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Reward stock units and a sale back to the employer

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incorrect cost basis on 1099, Volkswagen stock (VLKPY) converted to OTC in 2018 with new symbol VWAPY

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About my 1099-b

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RSU sell-to-cover same release but with different selling prices turbotax showed errors

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Does wash sale rule apply to RSU? How to determine cost basis

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Reporting SSAR which were cash settled

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Cost basis for cash in lieu received through spin-off

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Amount of stock transactions turbo tax can import

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How do I list my dividends without a 1099-DIV?

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RSU awarded in Canada vested in the USA

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Owning some bitcoin and stock but sold them. Got a 1040 form, I have no income but can be claimed as a dependent. What do I do?

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Adjustments for capital gains while filing state return

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1099-div 2a Total Capital Gain Distributions - Can I use it to write off for stock losses

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Seeking guidance - I’m going to owe a huge amount of taxes April 2023 Due to massive short term capital gains

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Capital gains on a merger

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Consequence of day trading and wash rule

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Foreign employer stock

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Sales from RSA with 83(b) – Long term or Short term?

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RSU sell to cover for 2021

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Navigating wash sales that includes closed position

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Long Term Capital Gain impact on Federal Tax Due

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Can I carryover capital loss from 2019 (NRA) to 2020 (RA)?

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Do I need to report Capital Gains if the amount of nondividend distribution exceeds my cost basis

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Handling RSU and ESPP in same stock lot of 1099

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Recieve error "Hit a slight snage in this section" when reviewing federal return for Stocks, Mutual Funds, Bonds, Other

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Capital Gains part-year resident split - federal capital gains is not equal to amount on state taxes

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I sold some stock I received from an employer back in the 1980s (I think).

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do i use acquisition cost or adjusted cost when it comes to ESPP and RSU on qualified long term holds

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Reconciling number of RSU shares sold after a stock split

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Do I have to track and report wash sales if I close my position prior to year end?

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NSO Income and Taxes withheld not reported on W-2

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RSUs sold to cover taxes show a gain sent to the government, why am I being taxed on this gain?

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Missing Crypto Transaction - High Capital Gains

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Married Filing Jointly for Capital Loss

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Quartley taxes

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Increasing my W-4 withholdings Or make estimated tax payment in anticipation of capital gains

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k1 1065 entry

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Capital Loss Carryover from 2018

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Confused between K1 and 1099B

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Back Door Roth - Taxes

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MLP ordinary income in wrong place on Form 8949? And is statement required?

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Accrued interest requires a value when code D is entered as a manual adjustment code

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Cost basis adjustment for Wash Sales dealing with options...

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Will turbo tax automatically handle cross brokage, cross year, washsale between 2 tickers?(but it's the same company)

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I have a 1099-DIV but did not take any monies were taken out do i report it?

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Which code to use for Form 8949 Part I Column (f) for Sales Schedule of Schedule K-1 from MLP

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What form to use for sale of shares in a private company after they vested. Not reflected in wages and no 1099B form. Thank you.

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1099-B Income (capital gain/loss)

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Will my investment loss this year carryover into a future trading LLC I plan on creating next year?

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Calculating if Capital Gain is Long Term

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Financial interest in any virtual currency? " on IRS form 1040

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Are PFICs held in an HSA subjected to reporting requirements and taxes?

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Forgot to fill my stocks taxes

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Short term gains and losses - married filing jointly

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Need to include 'sell to cover' shares used for tax withholding and listed on 1099-B as part of vested RSUs as sold shares on Form 8948? @TomYoung

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Tax on a stock withdrawal that is reinvested

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In the first year of Mark to Market (M2M) accounting, what happens to existing long term holdings?

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Wash sale Loss disallowed ERRORS

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Cryptocurreny

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E*Trade 1099-B Import is missing data

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Correct Cost basis

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ESPP sell vs. exercise

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8949 and Schedule D - wash sales

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Reporting Investments (Stocks) Sale

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Question to Wash Sale

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Does your standard deduction apply to your calculated annual income for short term capital gains?

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Do I have to pay self employment taxes being a stock trader?

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I sold large amount of capital gains. What are my options to reduce taxes

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Sold $100,000 stock can I place in IRA and do Roth Conversion

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Sale of free stock shares

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Can I adjust cost basis of remaining stock to correct for a cost reporting error on a prior sale?

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Cost basis of DRP Shares

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Does the IRS require a supporting document/proof for a code B cost basis correction on Form 8949, for a gifted stock that was sold, when filing by paper?

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K-1 $0 capital gain not showing up in 8949

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Assets within brokerage account sold after death but reported to decedent's SSN rather than Estate's EIN

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What are the Wash Sale Rules for these scenarios?

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Lost in stock in the past but haven't claim

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1099B sale and redemption

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long term capital gain on ISO stock purchased with much AMT credit now

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Multiple 1099-Bs - one includes sales used to pay taxes

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$0 captial gain transaction not showing up on form 8949

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Stocks

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Unable to file Robinhood taxes due to the sale of a free Robinhood Stock

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Net Proceeds on RSU sale seems incorrect

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stock transactions

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Tax Year Prior to 2020: Reporting 1099-B stock sale reported to my ex-spouse

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Tax Basis of Cash Portion of "cash plus stock" acquisition

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How much information do I need to enter from my 1099-B?

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ESPP transfer form 3922, sold at a different broker

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stocks

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Question about Transfer of Mutual Funds

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When do I pay AMT on exercise of ISO stock options?

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Why Cap Gains tax?

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Taxes needed to pay

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Paying Taxes

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How do I report K-1 for a stock with royalties?

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How do I report reverse stock splits that result in zero shares?

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Stock Tax Implications

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Why is LTCG added to Total Income? I added stock sales in the 1099B section, with box E selected (Long term uncovered), and added all acquisition dates.

Do you have a TurboTax Online account?

Topics with Label: Stocks