MarilynG1
Employee Tax Expert

Investing

For stock sales, you will need to Edit the sales amounts imported on your 1099-B to the % you are claiming on your return.

 

Click this link for info on Editing Imported Stock Transactions

 

For your son, he will use the same 1099-B info and also enter his % on his return (he should keep a copy of the 1099-B). 

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