https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/i-have-a-1099-b-but-i-cannot-determine-short-or-long-term-covered-basis-the-section-title-only-says/01/2549140#M83458 Mon, 09 Mar 2026 09:04:52 GMT mobear 2026-03-09T09:04:52Z https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/i-have-a-1099-b-but-i-cannot-determine-short-or-long-term-covered-basis-the-section-title-only-says/01/2549140#M83458 Mon, 09 Mar 2026 09:04:52 GMT https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/i-have-a-1099-b-but-i-cannot-determine-short-or-long-term-covered-basis-the-section-title-only-says/01/2549140#M83458 mobear 2026-03-09T09:04:52Z https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-i-have-a-1099-b-but-i-cannot-determine-short-or-long-term-covered-basis-the-section-title-only/01/2549268#M83462 <P>If there are dates of purchase and sale then you have the info you need ... one year or less is short term.</P><P>Did the statement have any codes ?&nbsp; Call your broker for help in understanding your paperwork.&nbsp;<span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="1.jpg" style="width: 904px;"><img src="https://ttlc.intuit.com/community/image/serverpage/image-id/27546iADEFADBE5525854C/image-size/large?v=v2&amp;px=999" role="button" title="1.jpg" alt="1.jpg" /></span></P> Sat, 05 Mar 2022 12:54:46 GMT https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-i-have-a-1099-b-but-i-cannot-determine-short-or-long-term-covered-basis-the-section-title-only/01/2549268#M83462 Critter-3 2022-03-05T12:54:46Z https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-i-have-a-1099-b-but-i-cannot-determine-short-or-long-term-covered-basis-the-section-title-only/01/2550944#M83517 <P>Yes, the date of sale is 5/2021 and the transaction description says "Merger", but I don't see any codes.</P><P>I don't have a Form 8949 for this exchange.</P><P>&nbsp;</P> Sat, 05 Mar 2022 21:31:27 GMT https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-i-have-a-1099-b-but-i-cannot-determine-short-or-long-term-covered-basis-the-section-title-only/01/2550944#M83517 mobear 2022-03-05T21:31:27Z https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-i-have-a-1099-b-but-i-cannot-determine-short-or-long-term-covered-basis-the-section-title-only/01/2551011#M83523 <P>Here is an image of the 1099-B document</P><P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="Form 1099-B Equiniti.jpg" style="width: 999px;"><img src="https://ttlc.intuit.com/community/image/serverpage/image-id/27587iA5093BF9206F16E9/image-size/large?v=v2&amp;px=999" role="button" title="Form 1099-B Equiniti.jpg" alt="Form 1099-B Equiniti.jpg" /></span></P> Sat, 05 Mar 2022 21:48:43 GMT https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-i-have-a-1099-b-but-i-cannot-determine-short-or-long-term-covered-basis-the-section-title-only/01/2551011#M83523 mobear 2022-03-05T21:48:43Z