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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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March 2, 2023
5:44 AM
1,884 Views