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Investors & landlords
"I sold stock but reinvested the funds to buy other stock."
"On my consolidated 1099 from my stock broker, section 1099-B it only shows item 8 thru 11 with all zeros."
Those two statements conflict so yes, I'd say you are not understanding something here. IF you sold mutual funds THEN you should receive a 1099-B with at least Boxes 1a, 1c and 1c filled in. Perhaps you didn't sell mutual funds - though I'd expect you should know that - and perhaps two mutual funds within the same "family" of funds merged, and that's what your seeing in that supplemental information section which is NOT part of the "official" 1099-B?
"On my consolidated 1099 from my stock broker, section 1099-B it only shows item 8 thru 11 with all zeros."
Those two statements conflict so yes, I'd say you are not understanding something here. IF you sold mutual funds THEN you should receive a 1099-B with at least Boxes 1a, 1c and 1c filled in. Perhaps you didn't sell mutual funds - though I'd expect you should know that - and perhaps two mutual funds within the same "family" of funds merged, and that's what your seeing in that supplemental information section which is NOT part of the "official" 1099-B?
‎June 4, 2019
7:53 PM