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Investors & landlords
I kept seeing mention of another screen/set of questions, but this is not coming up for me, no matter how I seem to enter the stock sale.
Would you be able to mention the steps that brought up this questionnaire for you?
Here is where I'm entering the stock sale:
- Stocks, Mutual Funds, Bonds, Other
- Did or will you receive a 1099-B form or brokerage statement for these sales? No...
- Add more sales
- What type of investment did you sell? Stock (non-employee)...
- How did you receive this investment? I purchased it...
- Entered all relevant dates (> 5 years), proceeds, purchase price, etc...
- Let us know if any of these situations apply to this sale. This was a small business stock...
- Do you need help figuring out your cost basis? No...
That is all. It wraps up there and calculates taxes due on those proceeds. I never see the prompt/screen you included. What did I miss?
Thank you!
This is the only question I get remotely relevant to QSBS.
‎January 15, 2020
12:31 PM