Get your taxes done using TurboTax

No...buying doesn't get reported until you sell.

IF..the funds had any year-end distributions, those show up on a 1099-DIV form that you will need to enter...but it depends on exactly when you bought them.....before or after their distribution record date.  Check your mutual fund account for any of those forms.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

View solution in original post