Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 4, 2019 8:30:00 PM

How do i report stocks showing on a 1099-b when they were transfered to a new institution and not sold?

I have a 1099 B from an institution showing total proceeds in box 1d. However, these stocks were transferred to a new institution. How do I report this on my tax return?

0 2 3702
1 Best answer
Expert Alumni
Jun 4, 2019 8:30:01 PM

Stocks transferred to another stockbroker and not sold are not reported on your tax return. Your former stockbroker should not have issued you a form 1099-B for this transfer.

Please read this IRS document for more information:

https://www.irs.gov/pub/irs-pdf/i1099b.pdf

As you have received form 1099-B, you should enter it on your tax return and enter as cost basis the same amounts as in total proceeds resulting in no capital gain or loss.


2 Replies
Expert Alumni
Jun 4, 2019 8:30:01 PM

Stocks transferred to another stockbroker and not sold are not reported on your tax return. Your former stockbroker should not have issued you a form 1099-B for this transfer.

Please read this IRS document for more information:

https://www.irs.gov/pub/irs-pdf/i1099b.pdf

As you have received form 1099-B, you should enter it on your tax return and enter as cost basis the same amounts as in total proceeds resulting in no capital gain or loss.


New Member
Feb 9, 2022 8:27:33 AM

Moving funds within the brokerage or from one brokerage to another is considered non-taxable event if its your retirement account. But, non retirement account will generate a 1099-B if funds are moved. Is this accurate?