topic Where is Box 1d and 1e on my 1099-B? Mine has Box A, B, D, E, but no 1d or 1e? in Retirement tax questions

Where is Box 1d and 1e on my 1099-B? Mine has Box A, B, D, E, but no 1d or 1e?

teeds — Tue, 14 Apr 2020 17:25:52 GMT

Re: Where is Box 1d and 1e on my 1099-B? Mine has Box A, B, D, E, but no 1d or 1e?

JulieS — Tue, 14 Apr 2020 17:59:08 GMT

Box 1d is gross proceeds and box 1e is cost or other basis.

Some brokers label their columns with these box numbers and others just use the words, but not the box numbers.

Boxes A, B, D and E refer to the holding period and status of the transactions. Short term is for property that you held less than one year. Long term is for property held one year or more. Inherited property is always considered long term.

   • A is short term and the 1099-B form shows your basis.
   • B is short term and the 1099-B does not show your basis.
   • C is short term and no 1099-B was issued.
   • D is long term and the 1099-B form shows your basis.
   • E is long term and the 1099-B does not show your basis.
   • F is long term and no 1099-B was issued.

Re: Where is Box 1d and 1e on my 1099-B? Mine has Box A, B, D, E, but no 1d or 1e?

spillchris — Tue, 31 Jan 2023 16:15:17 GMT

My 1099-B does not contain values in boxes 1b and 1e, what do I put in the TurboTax boxes?

Re: Where is Box 1d and 1e on my 1099-B? Mine has Box A, B, D, E, but no 1d or 1e?

DianeW777 — Tue, 31 Jan 2023 16:31:48 GMT

This indicates the issuer of the 1099-B does not know the date you acquired the investment (Box 1d) or the amount you paid for it (Box 1e). You can always use the 'V' for various in the date acquired, however you must know if the holding period (one year or less = short term/more than one year = long term).

Likewise, the cost must be known and tracked by you. Financial agents will know the cost if the investment has always been with their company, however if it was transferred into a company, they would not know what your original costs were.

If you have your historical data (original purchase, dividend reinvestments, stock splits, etc) you will be able to find your cost. There are also websites that may have historical data depending on the type of investment you have. If you do not know your cost, you can find the cost on the date(s) you acquired the investment.

@spillchris