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posted Apr 1, 2020 8:27:34 PM

Non-IRA account

On 2016 tax return, how do I flag the fact that gross proceeds on fom 1099-B are proceeds of funds invested using after tax dollars, but on prelim return are included in total taxable income?

Thx!

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1 Replies
Employee Tax Expert
Apr 2, 2020 11:23:29 AM

Proceeds represents the value of the sale of the stock.  Cost basis is the amount that you paid for it.  Your profit or loss is Proceeds minus Cost Basis = Profit/Loss.