Hello, how do I report capital gains from my portion of an inherited TOD account before it was given to me in cash? The gains are very minimal. Thanks!

megwidt · ‎January 21, 2025

RobertB4444

You should receive a 1099-B from the financial managers of the account showing all of the gains and losses for the year. They probably haven't sent it yet but they will. You can reach out to them to ask when you can expect it.

@megwidt

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View solution in original post

RobertB4444

You should receive a 1099-B from the financial managers of the account showing all of the gains and losses for the year. They probably haven't sent it yet but they will. You can reach out to them to ask when you can expect it.

@megwidt

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

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Hello, how do I report capital gains from my portion of an inherited TOD account before it was given to me in cash? The gains are very minimal. Thanks!