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Get your taxes done using TurboTax
others have a different view of trade date vs settlement date but use the 1099 if you get one for the sales (they should be using trade date as described in the links.
https://finance.zacks.com/stock-sale-reportable-based-trade-date-settlement-date-9690.html
https://fairmark.com/investment-taxation/capital-gain/stock-sales/trade-date-and-settlement-date/
March 12, 2024
11:43 PM
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