balibill1
New Member

Get your taxes done using TurboTax

One more point in looking the 1099s 2 of 3 brokers show it as a “box E” 1099-B and the last one - Merrill says cost basis isn’t reported to IRS but does have a mark “x” which someone at Merrill said meant that they could not determine holding period which is odd since it shows date acquired and data sold all of which are 2+ years apart....