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Investors & landlords
To enter an investment please go to:
- Start at Investment income
- Select Stocks, Mutual Funds ....
- No you did not get a 1099-B
- Enter name of Broker
- If this is an ETF Type of investment is Stocks
- Now continue through the questions.
The information you will need is:
- Description
- Number of Units sold
- Date sold
- Net proceeds (Total selling price)
- You bought the stock (ETF)
- Date Purchased
- Number of Units (same as above
- You can choose price per share or total cost
If you need to do research on the history of the stock, this may help:
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March 22, 2020
10:11 AM