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If you have a Form 1099-B you must report it. The holding period is very important if you have a gain. Below is provided the difference between long term and short term holdings that were sold or redeemed.
If you do not have a 1099-B in 2023 and you just want to delete the entry for this year follow the steps by using the link below.
Please update here if you need additional assistance or have more questions.
The box category determines whether it is short term or long term.
Your 1099-B tells you which Box category to use.
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