ToddL99
Expert Alumni

Get your taxes done using TurboTax

If you purchased the investment 5 - 10 years ago, enter any date you want - as long as it was at least more than1 year before selling it.

 

As long as the acquisition date was more than 1 year before the selling date, the tax treatment will be the same as a "Long-term" gain.

 

 

See the following sample screenshot for entering this in the "Stocks, Mutual Funds, Bonds and Other" interview.