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Retirement tax questions
X,A and D are not Codes, they are sales category.
X means your broker does not know the acquisition date for that one, and probably not the basis either. you must supply that info.
Code M appears when you use the "Enter a Summary " option. Don't do that unless you have 50-100 or more transactions to report. (ie too many to enter by hand)
X means your broker does not know the acquisition date for that one, and probably not the basis either. you must supply that info.
Code M appears when you use the "Enter a Summary " option. Don't do that unless you have 50-100 or more transactions to report. (ie too many to enter by hand)
‎June 1, 2019
8:21 AM