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If my financial advisor purchased investments on my behalf how do I answer "Did you buy every investment you listed on your 1099-B"?

 
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rjs
Level 15
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

If my financial advisor purchased investments on my behalf how do I answer "Did you buy every investment you listed on your 1099-B"?

You answer Yes. The question is asking whether you acquired any of the investments in some way other than purchase, such as a gift or inheritance.

 

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1 Reply
rjs
Level 15
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

If my financial advisor purchased investments on my behalf how do I answer "Did you buy every investment you listed on your 1099-B"?

You answer Yes. The question is asking whether you acquired any of the investments in some way other than purchase, such as a gift or inheritance.

 

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