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Investors & landlords
Assuming the brokerage held the REIT on behalf of the investors, then each investor would claim their respective gain/loss in the same manner as if stock were sold. Thus, in TurboTax online, you begin the process of entering your information in the Investment and Savings section under Wages & Income. In TurboTax CD/download, the process is very similar except you select Investment Income under Wages & Income.
@dlououtman
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‎February 3, 2023
8:01 AM