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Retirement tax questions
Do you recognize the investment or the sale? Why are there no Proceeds reported? Do you have record of the sale within your personal sales records? Do you know how you acquired the investment? Are you able to establish a cost basis for the investment?
How you answer these questions will determine how if you can report this transaction.
The issuer of the IRS form 1099-B selected box 5 for a noncovered security. The broker either does not know this information or is not required to disclose the information.
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		March 3, 2025
	
		
		7:40 AM