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Level 1
June 3, 2019
Question

My 1099-b has a column "Applicable checkbox for form 8949" which reads X. This was mailed to me for a non-statutory stock sale. What does the X mean?

  • June 3, 2019
  • 1 reply
  • 24 views
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1 reply

Alumni - Champ
June 3, 2019

It means that the holding period and the cost basis is not being reported to the IRS.  This information will need to come from your own records.

Tom Young