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tupp1972
New Member

In the tax reporting section specifically Long /Short term stock transactions Does the question Did you purchase these investments, mean did you or Broker purchase?

 
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AmyC
Expert Alumni

In the tax reporting section specifically Long /Short term stock transactions Does the question Did you purchase these investments, mean did you or Broker purchase?

When did you purchase means when did you have the brokerage buy the stock for you. You instruct the sale and purchase of stock.

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In the tax reporting section specifically Long /Short term stock transactions Does the question Did you purchase these investments, mean did you or Broker purchase?

it is a roundabout way of asking if the stock was a gift, or inherited. That requires special treatment.

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