topic If my financial advisor purchased investments on my behalf how do I answer &quot;Did you buy every investment you listed on your 1099-B&quot;? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/if-my-financial-advisor-purchased-investments-on-my-behalf-how-do-i-answer-did-you-buy-every/01/3779012#M258903 Sun, 15 Feb 2026 18:34:49 GMT carol-krause18 2026-02-15T18:34:49Z If my financial advisor purchased investments on my behalf how do I answer "Did you buy every investment you listed on your 1099-B"? https://ttlc.intuit.com/community/retirement/discussion/if-my-financial-advisor-purchased-investments-on-my-behalf-how-do-i-answer-did-you-buy-every/01/3779012#M258903 Sun, 15 Feb 2026 18:34:49 GMT https://ttlc.intuit.com/community/retirement/discussion/if-my-financial-advisor-purchased-investments-on-my-behalf-how-do-i-answer-did-you-buy-every/01/3779012#M258903 carol-krause18 2026-02-15T18:34:49Z Re: If my financial advisor purchased investments on my behalf how do I answer "Did you buy every investment you listed on your 1099-B"? https://ttlc.intuit.com/community/retirement/discussion/re-if-my-financial-advisor-purchased-investments-on-my-behalf-how-do-i-answer-did-you-buy-every/01/3779030#M258906 <P>You answer Yes. The question is asking whether you acquired any of the investments in some way other than purchase, such as a gift or inheritance.</P> <P>&nbsp;</P> Sun, 15 Feb 2026 18:43:46 GMT https://ttlc.intuit.com/community/retirement/discussion/re-if-my-financial-advisor-purchased-investments-on-my-behalf-how-do-i-answer-did-you-buy-every/01/3779030#M258906 rjs 2026-02-15T18:43:46Z