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Investors & landlords
the only reason to say inherited is to get LT treatement.
if you have a consolidated 1099-B, you should find the broker already marked your sale as "report with Box D checked."
If you only have a single 1099-B (this is not common), use Box D category
it is the box category that controls, not the date aquired.
ā€ˇFebruary 28, 2024
10:23 AM