RobertB4444
Expert Alumni

Retirement tax questions

If they are selling shares on your behalf - even tiny amounts - then those are sales that need to be reported.  So you will need to report the amounts that appear on the 1099-B.  The 1099-B is only generated by sales.  So whatever is reported on the 1099-B definitely needs to be included on your tax return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"