Let's try this again. I've had stock that split many times over the years but I never sold any of it. This year I sold off some Warner brothers. Stock that was recently split.... a couple hundred dollars.
I'm guessing this needs to be entered in turbotax under the 'did you sell any of these investments in 2023' area under stocks and bonds. However, I have not received any of the forms they list like 1099b, 3921 etc.
I did receive a statement from Warner brothers through computershare who is I guess who sold the stock and it shows the number of units sold, the price per share, the growth of the sale, the fees, the net amount of sale, the covered cost basis, the long term gain or I guess it looks like I have about a two hundred dollar loss. However this Statement does not say 1099B or 3921 or anything such as that. So am I still waiting for something to come in the mail? Or do I use this to enter the information in turbotax etC.
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you may not get a 1099-B because the proceeds were less than $600. you can always contact Computershare who is probably the reporting agent. never-the-less you would be wise to report the sale to take the loss.
So just type the info in as thought it were a 1098B...or some other form? Where do I enter it?
Yes, it is still an investment sale. It is reported by using the steps below.
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