topic Did not sell stock, bonds, or mutual funds? in Investors & landlords

Did not sell stock, bonds, or mutual funds?

lmhailey1 — Mon, 09 Mar 2026 06:21:28 GMT

We just changed financial institutions.

Re: Did not sell stock, bonds, or mutual funds?

VolvoGirl — Sun, 06 Feb 2022 20:47:40 GMT

What is your question? What kind of account did you move? Was it a 401K or IRA account? Did you get any 1099 forms? What kind? 1099B 1099Int 1098Div or a 1099R? You have to report it but it might not be taxable.

Re: Did not sell stock, bonds, or mutual funds?

lmhailey1 — Sun, 06 Feb 2022 20:51:56 GMT

To finish filing says we have to upgrade because we sold stock, bonds, or mutal funds. We did none of that. We only changed financial group.

Re: Did not sell stock, bonds, or mutual funds?

VolvoGirl — Sun, 06 Feb 2022 20:57:21 GMT

Did you get a 1099B? How did you change groups? Did you get cash and move it? Did they just transfer the shares? Do you have the same funds and shares in the new account?

Re: Did not sell stock, bonds, or mutual funds?

lmhailey1 — Sun, 06 Feb 2022 21:04:30 GMT

We got a 1099-div from Edward Jones, titled 2021 consolidated 1099 statement. Shows all stocks and transactions. This has all previous stocks and current transaction and was recognized by Intuit.