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Level 2
February 13, 2023
Question

1099-B

  • February 13, 2023
  • 2 replies
  • 13 views

i moved states a few years ago and last year sold some stocks through stockpile, and had forgotten to update my address when i moved
my 1099-b was issued to my old state, even though i sold the stocks while living in my new state
do i have to get it fixed to the new state? i'm not sure what to do, and i'm kind of scared of getting in trouble for it

2 replies

Level 15
February 13, 2023

No problem. File only in your current state of residence. 

Level 2
February 13, 2023

so i file in my state of residence, but do i need to have the 1099-B i receive corrected to reflect my current state of residence?
or does it not matter which state it's issued to as long as i file it to my state of residence?
sorry, anxiety issues, never had to do this before so i have a lot of questions and need to make sure i'm doing it right!

Level 15
February 13, 2023

Correct. You don’t have to change anything. 

Level 2
February 13, 2023

You need the 1099 B to report the sale of the stock.  

I recommend that you either call the financial company or access their website and you may be able to get it that way.  

Hope this helps.  

Dr. Gonzalez