DJS
Alumni
Alumni

Retirement tax questions

If you don't have a 1099-B to upload then you'll have to provide the information on each individual transactions yourself. When you begin the Investment Income section of the return you'll be asked if you received a 1099-B, and if not you'll then be asked how you want to enter the transaction data. 

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Answers are correct to the best of my ability but do not constitute legal or tax advice.
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