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Get your taxes done using TurboTax
@Earniep wrote:
They are not retirement funds. Yes, a 1099B was received
In that event, sales should have been reported on that tax reporting statement (1099-B).
"Moving funds to new funds" is exactly the same as selling the old funds and buying the new funds and doing so would result in reportable transactions (sales of some, or all, of the funds that were moved).
‎February 18, 2024
9:07 AM
2,803 Views