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Investors & landlords
You use the "Stocks, Mutual Funds, Bonds, Other" interview and tell TurboTax you did not get a 1099-B.
The resulting interview elicits the 5 pieces of information that comprise the security sale reporting on Form 8949:
- Description of what was sold
- Date of sale
- Proceeds
- Date of acquisition
- Cost basis.
Tom Young
‎June 4, 2019
11:00 PM