topic I have a 1099-B form with PNC Investments. On this form, the date required is unknown. There is also two dates under date sold or disposed. I'm not sure how to reportthis in Retirement tax questions

I have a 1099-B form with PNC Investments. On this form, the date required is unknown. There is also two dates under date sold or disposed. I'm not sure how to reportthis

busygirl33 — Tue, 10 Feb 2026 11:24:01 GMT

I have an amount under Proceeds on the 1099-B form. Aside from this and the above, everything else on the form is blank or has 0. I'm wondering how this needs to be reported on my tax return.

Re: I have a 1099-B form with PNC Investments. On this form, the date required is unknown. There is also two dates under date sold or disposed. I'm not sure how to reportthis

fanfare — Sun, 18 Feb 2024 03:15:06 GMT

If you have a 1099-B with proceeds only the company doesn't have the other information.

Do you recognize the transaction?

You have to enter the rest of the information from your own records.

You can't have two dates Disposed for one transaction.

Each Date Disposed should be reported.

Do your records show transactions on those dates?

Since there are not two proceeds for two dates, you can ignore one of them unless you recognize that date in your records.

Re: I have a 1099-B form with PNC Investments. On this form, the date required is unknown. There is also two dates under date sold or disposed. I'm not sure how to reportthis

busygirl33 — Mon, 26 Feb 2024 20:08:24 GMT

I have contacted PNC Investments and they have confirmed that both transactions took place for the date acquired.- It only lets me put one date on my tax return in TurboTax. Is there a way for me to put both? If not, does it matter which one?

Re: I have a 1099-B form with PNC Investments. On this form, the date required is unknown. There ...

ThomasM125 — Wed, 06 Mar 2024 01:30:12 GMT

The significance of the dates is to determine if the investment sale was short term or long term. Short term means that you owned the investment for a year or less before you sold it. Long term means you sold it after owning it for more than a year. You should enter one date or the date the investment was acquired and one date for the date sold. As long as the dates reflect the correct short or long-term holding period you will be OK.