DaveF1006
Expert Alumni

Investors & landlords

To change:

 

  1. Go to federal
  2. Wages and income
  3. Investment Income
  4. Stocks, Cryptocurrency, mutual funds etc.

The first screen is a summary screen of all your 1099B transactions. Click edit on the transaction(s) where the change(s) is/are needed. The purchase date is reported in Box 1B for each sale and can be changed.

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