Investors & Landlords Tax Forum Q&A

Gifting stock

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3 Replies 78 Views

3 Replies

78 Views

Joint Brokerage Accounts and Capital Gain/Loss Taxes with Nominee

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8 Replies 367 Views

8 Replies

367 Views

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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4 Replies 177 Views

4 Replies

177 Views

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

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0 Replies 29 Views

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29 Views

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

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3 Replies 125 Views

3 Replies

125 Views

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

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4 Replies 108 Views

4 Replies

108 Views

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

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1 Reply 68 Views

1 Reply

68 Views

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

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9 Replies 1094 Views

9 Replies

1094 Views

Cash In Lieu Combined with Sales on 1099-B

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2 Replies 113 Views

2 Replies

113 Views

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

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2 Replies 120 Views

2 Replies

120 Views

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

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5 Replies 196 Views

5 Replies

196 Views

reporting capital gains

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1 Reply 84 Views

1 Reply

84 Views

Reward stock units and a sale back to the employer

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3 Replies 108 Views

3 Replies

108 Views

Prevent Turbotax from deducting Capital Loss

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6 Replies 195 Views

6 Replies

195 Views

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

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1 Reply 289 Views

1 Reply

289 Views

About my 1099-b

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3 Replies 207 Views

3 Replies

207 Views

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

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1 Reply 34 Views

1 Reply

34 Views

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

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2 Replies 169 Views

2 Replies

169 Views

Reporting SSAR which were cash settled

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9 Replies 3940 Views

9 Replies

3940 Views

Cost basis for cash in lieu received through spin-off

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3 Replies 2418 Views

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2418 Views

Amount of stock transactions turbo tax can import

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6 Replies 1147 Views

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1147 Views

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

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8 Replies 289 Views

8 Replies

289 Views

RSU awarded in Canada vested in the USA

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3 Replies 87 Views

3 Replies

87 Views

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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5 Replies 196 Views

5 Replies

196 Views

Adjustments for capital gains while filing state return

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1 Reply 183 Views

1 Reply

183 Views

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

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1 Reply 203 Views

1 Reply

203 Views

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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2 Replies 468 Views

2 Replies

468 Views

Capital gains on a merger

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1 Reply 214 Views

1 Reply

214 Views

Consequence of day trading and wash rule

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6 Replies 2766 Views

6 Replies

2766 Views

Foreign employer stock

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1 Reply 64 Views

1 Reply

64 Views

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

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1 Reply 119 Views

1 Reply

119 Views

Capital Gains losses/deduction and AMT

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0 Replies 132 Views

0 Replies

132 Views

RSU sell to cover for 2021

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1 Reply 94 Views

1 Reply

94 Views

Navigating wash sales that includes closed position

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11 Replies 5282 Views

11 Replies

5282 Views

Long Term Capital Gain impact on Federal Tax Due

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3 Replies 290 Views

3 Replies

290 Views

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

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1 Reply 176 Views

1 Reply

176 Views

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

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1 Reply 455 Views

1 Reply

455 Views

Handling RSU and ESPP in same stock lot of 1099

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1 Reply 217 Views

1 Reply

217 Views

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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6 Replies 595 Views

6 Replies

595 Views

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

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3 Replies 490 Views

3 Replies

490 Views

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

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5 Replies 639 Views

5 Replies

639 Views

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

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1 Reply 261 Views

1 Reply

261 Views

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

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3 Replies 480 Views

3 Replies

480 Views

Reconciling number of RSU shares sold after a stock split

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1 Reply 121 Views

1 Reply

121 Views

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

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9 Replies 3574 Views

9 Replies

3574 Views

NSO Income and Taxes withheld not reported on W-2

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3 Replies 167 Views

3 Replies

167 Views

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

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4 Replies 457 Views

4 Replies

457 Views

Missing Crypto Transaction - High Capital Gains

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1 Reply 124 Views

1 Reply

124 Views

Married Filing Jointly for Capital Loss

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2 Replies 444 Views

2 Replies

444 Views

Quartley taxes

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2 Replies 511 Views

2 Replies

511 Views

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

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4 Replies 805 Views

4 Replies

805 Views

k1 1065 entry

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1 Reply 187 Views

1 Reply

187 Views

Capital Loss Carryover from 2018

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3 Replies 928 Views

3 Replies

928 Views

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

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0 Replies 116 Views

0 Replies

116 Views

Confused between K1 and 1099B

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1 Reply 286 Views

1 Reply

286 Views

Back Door Roth - Taxes

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1 Reply 182 Views

1 Reply

182 Views

Adjust 1099 information due to back-dated change of residency.

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0 Replies 142 Views

0 Replies

142 Views

Download from multiple accounts with same broker

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1 Reply 266 Views

1 Reply

266 Views

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

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7 Replies 1293 Views

7 Replies

1293 Views

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

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1 Reply 142 Views

1 Reply

142 Views

Harvesting the 0% tax rate on Long Term Capital Gains on Stocks, with zero income

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3 Replies 891 Views

3 Replies

891 Views

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

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1 Reply 187 Views

1 Reply

187 Views

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

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1 Reply 194 Views

1 Reply

194 Views

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

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1 Reply 257 Views

1 Reply

257 Views

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

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1 Reply 278 Views

1 Reply

278 Views

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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2 Replies 410 Views

2 Replies

410 Views

1099-B Income (capital gain/loss)

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1 Reply 221 Views

1 Reply

221 Views

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

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5 Replies 504 Views

5 Replies

504 Views

Calculating if Capital Gain is Long Term

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8 Replies 1562 Views

8 Replies

1562 Views

3922 and 1099-B differ due to stock split, TurboTax miscalculates the cost basis

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0 Replies 111 Views

0 Replies

111 Views

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

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2 Replies 737 Views

2 Replies

737 Views

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

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1 Reply 165 Views

1 Reply

165 Views

Forgot to fill my stocks taxes

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1 Reply 146 Views

1 Reply

146 Views

Short term gains and losses - married filing jointly

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1 Reply 202 Views

1 Reply

202 Views

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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1 Reply 333 Views

1 Reply

333 Views

Tax on a stock withdrawal that is reinvested

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3 Replies 322 Views

3 Replies

322 Views

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

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5 Replies 809 Views

5 Replies

809 Views

Wash sale Loss disallowed ERRORS

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1 Reply 201 Views

1 Reply

201 Views

Cryptocurreny

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1 Reply 116 Views

1 Reply

116 Views

How to properly enter the sale of restricted stocks

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0 Replies 231 Views

0 Replies

231 Views

E*Trade 1099-B Import is missing data

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8 Replies 1204 Views

8 Replies

1204 Views

Correct Cost basis

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2 Replies 519 Views

2 Replies

519 Views

ESPP sell vs. exercise

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3 Replies 464 Views

3 Replies

464 Views

8949 and Schedule D - wash sales

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3 Replies 880 Views

3 Replies

880 Views

Reporting Investments (Stocks) Sale

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3 Replies 653 Views

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653 Views

Question to Wash Sale

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4 Replies 4400 Views

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4400 Views

6781 not transferring correctly

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5 Replies 746 Views

5 Replies

746 Views

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

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5 Replies 5437 Views

5 Replies

5437 Views

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

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4 Replies 7951 Views

4 Replies

7951 Views

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

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5 Replies 1521 Views

5 Replies

1521 Views

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

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11 Replies 1574 Views

11 Replies

1574 Views

1009B and asset type question

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0 Replies 211 Views

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211 Views

1099B

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0 Replies 207 Views

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207 Views

Reporting cash in lieu of fractional share from spin-off

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0 Replies 235 Views

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235 Views

TurboTax Federal taxes due estimate is not correct when entering long-term gains

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2 Replies 519 Views

2 Replies

519 Views

Sale of free stock shares

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2 Replies 582 Views

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582 Views

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

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2 Replies 736 Views

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736 Views

Cost basis of DRP Shares

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4 Replies 1425 Views

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1425 Views

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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3 Replies 1001 Views

3 Replies

1001 Views

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

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1 Reply 473 Views

1 Reply

473 Views

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

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2 Replies 1163 Views

2 Replies

1163 Views

What are the Wash Sale Rules for these scenarios?

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8 Replies 1968 Views

8 Replies

1968 Views

Lost in stock in the past but haven't claim

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1 Reply 550 Views

1 Reply

550 Views

1099B sale and redemption

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2 Replies 775 Views

2 Replies

775 Views

Can I amend an individual 2017 tax return,and subsequent returns, to MTM accounting methods for my trading?

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0 Replies 327 Views

0 Replies

327 Views

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

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3 Replies 1293 Views

3 Replies

1293 Views

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

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1 Reply 250 Views

1 Reply

250 Views

$0 captial gain transaction not showing up on form 8949

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1 Reply 778 Views

1 Reply

778 Views

Stocks

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2 Replies 440 Views

2 Replies

440 Views

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

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2 Replies 1206 Views

2 Replies

1206 Views

Net Proceeds on RSU sale seems incorrect

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1 Reply 282 Views

1 Reply

282 Views

stock transactions

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1 Reply 271 Views

1 Reply

271 Views

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

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4 Replies 1764 Views

4 Replies

1764 Views

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

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1 Reply 286 Views

1 Reply

286 Views

Restricted Stock

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1 Reply 821 Views

1 Reply

821 Views

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

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6 Replies 2739 Views

6 Replies

2739 Views

ESPP transfer form 3922, sold at a different broker

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1 Reply 297 Views

1 Reply

297 Views

stocks

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1 Reply 794 Views

1 Reply

794 Views

Question about Transfer of Mutual Funds

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2 Replies 577 Views

2 Replies

577 Views

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

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2 Replies 809 Views

2 Replies

809 Views

Why Cap Gains tax?

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9 Replies 2182 Views

9 Replies

2182 Views

Taxes needed to pay

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3 Replies 819 Views

3 Replies

819 Views

Paying Taxes

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9 Replies 1508 Views

9 Replies

1508 Views

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

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3 Replies 2372 Views

3 Replies

2372 Views

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

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6 Replies 3555 Views

6 Replies

3555 Views

Stock Tax Implications

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4 Replies 938 Views

4 Replies

938 Views

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.

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2 Replies 710 Views

2 Replies

710 Views

Where do I report my training expenses for investing?

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1 Reply 456 Views

1 Reply

456 Views

ubti

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1 Reply 592 Views

1 Reply

592 Views

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