I have a 1099-B for stocks that I did INITIALLY inherit in 2018, but this form is because the stocks were transferred from one institution to another. Not sure what to do
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I have a 1099-B for stocks that I did INITIALLY inherit in 2018, but this form is because the stocks were transferred from one institution to another. Not sure what to do
I have a 1099-B for stocks that I did INITIALLY inherit in 2018, but this form is because the stocks were transferred from one institution to another. Not sure what to do
The most logical response to your post is that the old broker sold all the stock and then transferred the cash to the new broker. What was in the new account immediately after the "transfer?" If it was cash, then you had a sale in the old account.
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