DianeW777
Expert Alumni

Get your taxes done using TurboTax

It depends. If you did not redeem or trade any of your mutual funds then there is nothing to report, however your financial agent has added something as though it did. My advice would be to report the 1099-B with the proceeds and cost basis reported.

 

You can choose to import or manually enter your 1099-B.

@aE 

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