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Get your taxes done using TurboTax
If you do not have a "DATE" for when you acquired the investment (stock, mutual fund, bond or other), then you will have to select one that accurately reflects your holding period.
If you held the investment for at least one year, then you can select any date that is a year or more before the date you sold the investment. The program will then report this as a long-term (> or = 1 year) gain or loss.
If you held the investment for less than one year, then you can enter 01/01/2020 as the date acquired. For any sale later in 2020, the program will report this as a short-term (< 1 year) gain or loss.
If you do not have a "DATE" for when you sold the investment (stock, mutual fund, bond or other), then enter 12/31/2020.
‎April 3, 2021
9:25 AM