Appreciate your help ! Am still confused, though. I did not sell any of the stock but, I guess there was lots of stock trading going on within my account. The info Folio sent me showed dividends and interest, which I reported, and Summary of Proceeds, Gains & Losses, etc.(Form 8949 type). Turbo Tax imported this info and, I think, included the short term and long term gains as taxable income. I'm new to investing and have talked to a number of people and never get the same answer as to: should this gain/loss in the value of the account be reported and, if so, is it taxable. Again, I appreciate your help.
