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Level 2
posted Apr 13, 2023 9:04:17 PM

Do I need to upgrade my version of TT to the level that handles the sales of stocks if my investment account handles all trades/sales/etc. (1099-B) but I didn't sell any

  When TT asked me if I sold any stock, I thought it included my investment account.  I did not personally sell anything-nothing happened outside of the account .  Do I need the upgraded version?  Thank you!

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1 Replies
Level 10
Apr 14, 2023 6:53:52 AM

If you did not sell any stock in 2022 and did not receive a 1099-B, then you do not need to upgrade your TT version.