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Retirement tax questions
You only get 1 1099B per sale. So you must have had new separate sales in 2021 and 2022. You need to report them all. What do you mean when you receive the funds? You only report the sale on the date it was sold. If you don't understand the 1099Bs then ask the broker or company what they did or sold and when.
What kind of account? Is it a retirement or IRA account? You might be confused with 1099B and 1099R.
May 29, 2023
1:02 PM