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The line ("trade" I assume) with the X almost certainly means that the broker is not reporting the holding period, probably not the basis either. This information needs to come from your own records.
The line with a D probably is the sales category, namely "long term" and "basis reported" to IRS.
Tom Young
The line ("trade" I assume) with the X almost certainly means that the broker is not reporting the holding period, probably not the basis either. This information needs to come from your own records.
The line with a D probably is the sales category, namely "long term" and "basis reported" to IRS.
Tom Young
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