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Investors & landlords
On my 1099-B there are entries for both covered and non-covered short-term/long-term securities. I cannot locate the 3922 from the sale in my mail or online with Morgan Stanley. The sale price is the same for everything, but the number of purchase transactions would be quite a few. The other thing I am not sure how to do is match up the summarized 1099-B with the shares on the 3922 given they were all purchased quarterly for many years. The 1099-B lists the cost basis, but not sure if I have to reconcile that with each purchase transaction on the tax return?
‎February 20, 2023
8:44 AM