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Mike9241
Level 15 Mike9241
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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/ 

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‎March 12, 2024 11:43 PM
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