- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Investors & landlords
getman,
The simplest solution is to select "VARIOUS" as the acquisition date and "long term [over a year]" or "short term [up to a year]" as appropriate for each stock symbol and sales date. For most anything, the 1099-B brokerage statement will show whether it was long or short term. This does not, of course, relieve you of knowing the cost basis for each. I strongly suggest you wait to receive the 1099-B form(s) before filing your taxes. These typically do not come out until mid-Feb. at the earliest but you may be lucky.
‎January 26, 2023
5:55 PM