topic “Did you buy every investment listed on your 1099‑B?” Yes or no in Get your taxes done using TurboTax

“Did you buy every investment listed on your 1099‑B?” Yes or no

Olive3 — Thu, 06 Feb 2025 13:24:47 GMT

I don’t understand this question- if my broker is doing the buying would this be considered a NO. since I wasn’t actually doing the buying. Or since he was buying for my portfolio on my behalf would it be answered YES. THANK YOU!

Re: “Did you buy every investment listed on your 1099‑B?” Yes or no

baldietax — Thu, 06 Feb 2025 14:44:46 GMT

say yes if it's you thru broker that is still you buying - on the desktop version there is a note on this question "any inherited or gifted investments are not considered bought" so this is what they are trying to get at here with "no" answer

All these questions to get to the input for a 1099-B are generally annoying and redundant, it's a horrible workflow.

Re: “Did you buy every investment listed on your 1099‑B?” Yes or no

Olive3 — Thu, 06 Feb 2025 14:55:57 GMT

THANK YOU!!!