JulieS
Expert Alumni

Retirement tax questions

Box 1d is gross proceeds and box 1e is cost or other basis.

 

Some brokers label their columns with these box numbers and others just use the words, but not the box numbers. 

 

Boxes A, B, D and E refer to the holding period and status of the transactions. Short term is for property that you held less than one year. Long term is for property held one year or more. Inherited property is always considered long term.


    • A is short term and the 1099-B form shows your basis.
    • B is short term and the 1099-B does not show your basis.
    • C is short term and no 1099-B was issued.
    • D is long term and the 1099-B form shows your basis.
    • E is long term and the 1099-B does not show your basis.
    • F is long term and no 1099-B was issued.

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