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Level 2
posted Mar 7, 2020 5:55:39 PM

After importing my brokerage 1099-B, do I need to answer "What type of investment did you sell" question for each trade? I don't recall having to do this last year.

I do have some SLV trades, which I would need to mark as collectibles.

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1 Replies
Not applicable
Mar 7, 2020 9:11:31 PM

only for the collectibles because they are tax differently but TT in step by step mode may go thru them all.   see if there's a continue icon at the bottom so you can skip the ones that aren't collectibles. 

 

 

i believe forms mode is available in premier, so you may want to skip over them and then switch to forms mode to identify the collectible trades.