JamesG1
Expert Alumni

Retirement tax questions

My financial institution allows me to download the IRS form 1099-B as an Excel file.

 

 

It  would be possible to assign gains/losses/qualified dividends over the annualized income periods.  

 

You might want to pursue this tactic if you know that you have net losses in the later periods that offset the gains in the earlier periods.

 

If this is not possible or not helpful to the bottom line, report $0 for each period.

 

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