GiseleD
Expert Alumni

Retirement tax questions

Unfortunately, there is no way to do it automatically. The most common way is to allocate by date, however, your states may employ a different method. You will see the recommended methods when you work on your state returns. Your 1099-B should show you which transactions occurred on what date, and you can use that data to allocate. 

 

 

@KevinB36

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