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Level 1
January 27, 2020
Question

Stock Sale

  • January 27, 2020
  • 5 replies
  • 21 views

I cashed in some stock from my former employer. I received both a 1099-B and a 1099-R for this transaction. Do I have to include both when filing my return?

    5 replies

    ColeenD3
    Level 15
    January 27, 2020

    Yes. This is not uncommon. Please see the answer below.

     

    Stock 1099-B and 1099-R

    Level 2
    March 14, 2020

    My TurboTax is not letting me record stock and bond transactions.  I have the home and business version.  I have started the form and am ready to enter Schedules and 1099 but the program stops.

    Level 2
    March 14, 2020

    Is anyone home?