My wife and I sold mutual funds and received a 1099-B from American Funds, which did not list the date acquired for several of the funds and the cost basis for two of them. What should I do?
My wife and I sold mutual funds and received a 1099-B from American Funds, which did not list the date acquired for several of the funds and the cost basis for two of them. What should I do?
In cases where a acquisition date was not listed, you can enter various instead. If you enter various, the program will require you to designate whether the mutual funds were held long term or short-term.
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