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Investors & landlords
You should have used the trade date back in 2018 to report the sale on your 2018 return. If you did, you do not need to report the sale on your 2021 return. Be sure you have a record (2018 return) showing you already reported the sale.
If you did not use the trade date and report it in 2018, then you would report it as received in 2021 and enter the 1099-B with the date you received the funds as the sale date.
Be sure to keep good record of explanation on how the funds were reported in 2021 vice 2018.
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‎February 28, 2022
8:54 AM
1,250 Views