My 1099-B section "Noncovered Securities with Undetermined Holding Period" includes a sale w/ no "Date Acquired", only the Date Sold. How do I complete the 1099-B review?

[SabrinaD2]

To complete the 1099-B review for "Noncovered Securities with Undetermined Holding Period" when the acquisition date is missing: Here are 3 options:

1. Check Your Records: Look through your records to find the acquisition date and cost basis.
2. Ask Your Broker: Contact your broker for any missing information.
3. Estimate Acquisition Date: Determine if it's long-term (over a year) or short-term (a year or less).
   • Document Your Method: Keep detailed records of how you determined the acquisition date and cost basis.

For more detailed guidance, you can refer to the IRS instructions for Form 1099-B.