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New Member
posted Feb 12, 2023 7:46:29 PM

1099-B

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

0 5 732
5 Replies
Level 15
Feb 12, 2023 7:48:43 PM

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

New Member
Feb 12, 2023 7:51:22 PM

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
Feb 12, 2023 8:06:50 PM

Correct. You don’t have to change anything. 

Level 15
Feb 12, 2023 9:09:11 PM

The mailing address on your 1099-B does not determine your state of residence or what state you have to pay tax to. It's just the address that they mailed the form to.

 

Level 2
Feb 12, 2023 9:38:12 PM

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