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Level 1
posted Mar 5, 2025 9:38:22 PM

1099-B has Form 8949, Code X** transaction

 

0 3 340
3 Replies
Level 15
Mar 6, 2025 12:16:13 AM

for the amount involved, your approach is reasonable.

 

if you received the CIL from a nontaxable transaction, like a stock divided, then the holding period would be the same as the original stock. if it was a taxable transaction short-term is probably correct because the holding period starts anew.

 

 

Level 1
Mar 6, 2025 7:00:17 PM

 

Expert Alumni
Mar 13, 2025 3:25:33 PM

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