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Retirement tax questions
When entering those CIL transactions into the 1099-B what Sale Section should they be placed under?
Below are the options that could possibly apply:
- Long-term basis not reported to IRS (uncovered)
- Long-term did not receive 1099-B form
- Unknown term not reported to IRS
These CIL transactions were on my Schwab 1099 tax form in the supplemental section not reported to IRS.
Thank you very much!
March 8, 2025
10:57 AM