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Retirement tax questions
You need the date. Look in your records or you can select Various if you sold shares that were bought more than 1 time.
You have to look at all the detail sheets and the purchase dates for that sale. If you bought some shares over 1 year and some less than 1 year you have to split them up into 2 sales for Short Term and Long Term. Then you can use Various. Or if it is one purchase put in the date.
‎February 8, 2023
3:12 PM