DavidD66
Employee Tax Expert

Retirement tax questions

You cannot leave the "Date Acquired" field blank, and there is no "Blank" entry.  If you don't know the date the you acquired the security, and it's been more than a year since you acquired it (two if it is from Employer Stock Plan), then you can estimate.  You can also use "Various, but be sure to to indicate whether it is Long Term or Short Term correctly.

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