hi @PattiF
thank you very much for your step by step instructions.
is it ok to select 'Other' instead of 'Stocks, Bonds and Mutual Funds' under the Investment Type? I selected 'other', it didn't ask me for bank or brokerage, and i entered all the information, date acquired (2019) and dissolution (last year), and it looks like it's all good. based on the info that i've entered, it categorized it as
- Long-term (box F) = Long-term did not receive 1099-B form
