MarilynG1
Expert Alumni

Investors & landlords

I wouldn't recommend changing the Date Acquired reported on your 1099-B, since the Date of Death is the correct date.   

 

Since they are inherited stocks, they are appropriately designated long-term.

 

Since your stock sales were reported correctly, there's no reason to change anything.

 

Here's more info on Selling Stock and Taxes.

 

 

 

 

 

 

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