JamesG1
Expert Alumni

Retirement tax questions

Perhaps, but there are many variations of the form.  First, make sure that the information has not been reported in some other manner.  

 

See IRS form 1099-B here.  Box 2 reports:

 

  • Short term gain or loss,
  • Long term gain or loss, or
  • Ordinary income.

Virtually every provider reports 1099-B information in a different format.

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