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Stock Sales - Must Mail 1099-B
March 4, 2024
Have others encountered this when entering stock sales using TurboTax for 2023 taxes?
If I enter stock sales by Section Totals then go to Forms View, Capital Assets Sales. At the bottom of the screen, it says "You'll need to mail a paper copy (of 1099-B) to the IRS".
This does not occur if I use the One By One option but that runs the risk of entry errors if one has many transactions.
Is this a new requirement or because I sold stock and funds with a basis that was Not reported to the IRS?
TurboTax Premier For 2023 Taxes, CD Download Desktop For Windows.
March 3, 2024
11:51 AM