DianeW777
Expert Alumni

Investors & landlords

Yes, it is still an investment sale.  It is reported by using the steps below.

  1. Use the Search (upper right) > type 1099b > Select the Jump to ... Link (even though you did not receive a 1099-B)
  2. Select Yes you sold investments or Add another investment
  3. Select Stocks, Bonds, Mutual Funds > Continue > Skip Import > Continue
  4. Complete the Broker name and Continue until you reach the screen 'Now choose how to enter your sales'
  5. Select One by one > Continue > Enter the detail of your sale
  6. Enter your holding period (long or short term basis not covered).
    1. Long term: held more than one year (one year plus one day)
    2. Short term: held one year or less

@confusedrf 

 

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