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Investors & landlords
Thanks for the reply.
So the fact that the 1099-B correctly stipulates in Box 2 that the shares were held long term is not sufficient? In other words, the brokerage reported this to the IRS.
I should still ignore that the brokerage lists in Box 1b on the 1099-B the date aquired as my father's date of death? And instead put "inherited" as the date acquired?
After all, the IRS will see that my mother is filing jointly and that my father died. That information will be provided on the return.
ā€ˇFebruary 27, 2024
8:37 PM