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Deductions & credits
Although you can enter "Various" as the purchase date, there is no option to enter "Various" as the sale date.
- If you sold a security on multiple dates, then enter each sale separately with its own date.
- However, you can separate the Short-term and Long-term items and choose a date the is appropriate for the short or long-term type of sale.
- We use the dates you bought and sold the items to figure out your holding period (how long you owned them).
- There are different tax rates for a short-term period (one year or less) and a long-term period (more than one year).
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‎February 7, 2023
6:59 AM