ThomasM125
Expert Alumni

Retirement tax questions

The significance of the dates is to determine if the investment sale was short term or long term. Short term means that you owned the investment for a year or less before you sold it. Long term means you sold it after owning it for more than a year. You should enter one date or the date the investment was acquired and one date for the date sold. As long as the dates reflect the correct short or long-term holding period you will be OK.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"