turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

We had our broker sell or dispose of some of our holdings. Turbo Tax is asking if we bought every investment listed on the 1099-B. Is this a Yes or No?

We told our broker how much cash we wanted, she chose what to close out.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
Vanessa A
Expert Alumni

We had our broker sell or dispose of some of our holdings. Turbo Tax is asking if we bought every investment listed on the 1099-B. Is this a Yes or No?

If you purchased all the holdings, answer yes.  

 

If you inherited some or all of them or obtained them in another way, answer no. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
Vanessa A
Expert Alumni

We had our broker sell or dispose of some of our holdings. Turbo Tax is asking if we bought every investment listed on the 1099-B. Is this a Yes or No?

If you purchased all the holdings, answer yes.  

 

If you inherited some or all of them or obtained them in another way, answer no. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question