TeresaM
Expert Alumni

Investors & landlords

After you check the box for Stock, Bonds, Mutual Funds, a series of questions appears. The last is Did you buy every investment listed on your 1099-B? Be sure to answer No to this question. Then, on the next screen, it will ask How did you receive this investment and one of the options in the drop-down box  is  I inherited it. This will set up the proper questions for inherited investments. 

 

 

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