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:

  1. Description of what was sold
  2. Date of sale
  3. Proceeds
  4. Date of acquisition
  5. Cost basis.

Tom Young

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