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posted Jun 20, 2022 8:22:20 AM

Should inherited stock sales show up in the summary if I have entered all the information on the 1099-B?

I have entered the details for 4 sales, but only 3 show up in the summary.

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1 Replies
Level 15
Jun 20, 2022 8:35:58 AM

yes, they should.

 

by chance are two of the stock sales the same stock and the amounts were added together? 

otherwise, which one didn't show up? go back and see if you missed a piece of information.

 

Also, if these are inherited stock sales, they all should be LONG TERM gains / losses, regardless of the purchase date.   THe cost basis should be the price of the stock on the date of death - not the date the stocks were originally purchased.