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Get your taxes done using TurboTax
You should try to determine when the securities were acquired and assign a code that reflects their status as short term or long term. Code B would be for short-term with basis not reported to the IRS and Code E will be for long-term with cost not being reported to the IRS. If you are unsure, you can use Code X. @chuckbloodgood
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March 15, 2023
1:36 PM