TeresaM
Expert Alumni

Retirement tax questions

It is looking for a date so it can confirm if you had the investment for one year or less, or if you held it for more than one year.  Short term gains (year or less) are taxed differently than long term gains (more than 1 year).

Just to clarify, is there a way to find out when you acquired the investment?  Is it just one stock purchase, or many purchases of one stock? Or something else.


What do you have in Sales section at the top?  Is it long term or short term?
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