PattiF
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Retirement tax questions

 Using a "yes" or "no" is an unusual way of reporting the information. Brokers did not have to provide this information to investors until January 1, 2011. It makes sense then that all of the events are more than nine years old.

 

 Box 5 is checked if it is a non-covered security. Yes means that the box is checked. See page 5: IRS Instructions 1099-B

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