Not sure what you need to do with this information. WHFIT means Widely Held Fixed Income Trust and the Trustee must report certain information to each Trust Interest Holder (TIH). The information required to be reported to each TIH includes, but may not be limited to, non-pro rata partial principal payments, trust sales proceeds, redemption asset proceeds, redemption proceeds, the sales asset proceeds, and the sales proceeds that are attributable to a TIH for the calendar year on Form 1099-B.
To better understand your tax situation, we may need some additional information from you. For example, in 2022, did you own a WHFIT? If yes, did you sell the WHFIT during 2022? Other than what you have already provided, what information about the WHFIT is on your 1099-B, i.e. interest, dividends? Also, if you could provide the name of the WHFIT, that may also help us.
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