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Retirement tax questions
The sales section title determines short term and long term and whether reported to the IRS. There are six choices A through F that you see on IRS Schedule 8949 here.
Select Continue and you may also correct the holding period at the screen Let us know if any of these situations apply. Check I need to correct the holding period reported on my 1099-B.
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‎February 13, 2024
8:22 AM