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Investors & landlords
Thank you Patti. A PFIC does not generate a 1099-B so I did the following which seems to work best for my situation (and pretty much follows the instructions you gave me):
Wages and Income
Investment Income
Stocks, Mutual Funds and Bonds. I clicked "Update"
Add more sales
I answered "No". I do not have a 1099-B
Description: Capital Gain from QEF - form 8621
Date sold is 12/31/22
I entered the capital gain as the sale proceeds and I entered zero as my cost.
Holding Period is Long Term Box F (no 1099-B)
March 26, 2023
10:39 AM