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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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‎February 13, 2024
5:26 PM
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