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Level 1
June 5, 2019
Question

Form 1099-B worksheet is missing data from import is this ok?

  • June 5, 2019
  • 1 reply
  • 4 views
It's missing date acquired and cost or adjusted basis from tax form is this ok to file?

1 reply

Alumni - Champ
June 5, 2019

No, it's not.  This information has to come from your own records, just like investors have been providing this information for decades before the IRS came up with the concept of "covered" and "noncovered" securities.

Tom Young