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Retirement tax questions
- Go to Wages & Income > Investments > Stocks, Crypto, Mutual funds, Bonds, Other.
- Choose Stocks (1099-B) as Investment Type. Enter Bank Name, Continue.
- Answer the questions on the next page, then Enter One by One, Continue.
- Then you'll get a screen with entry boxes for details, Date Purchased (can be various), Date Sold, Proceeds, Cost Basis (most important).
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‎February 18, 2025
7:16 PM
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