Yes, you can certainly list a transaction that was carried out in 2022. Keep in mind the trade date is what is used so if you are close to the end of the year the trade date may occur in 2023 and dictates when the sale is to be reported.
You must enter a date acquired (Various will work as pointed out by our Tax Expert @GeorgeM777, if you don't have one date).
- Based on your information about the transaction not on Form 1099-B:
- Selling Price: 52SH x $13.7603 = $715.54
- Cost: 52SH x $19.2983 = $1003.51
- Loss: 715.54 - 1003.51 = ($287.97)
- Select the holding period
- This will complete your transaction - You must enter all the required fields.
Long term is a holding period of more than one year and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax)
Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate)
@alek
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