I sold the stock I bought in a private placement so the broker has no basis or acquisition info for the 1099. There were many small sales by the broker. I cumulated the sales in TT, which says to file a "Statement" with the IRS. What should be in it?

247

Expert Alumni

Mar 19, 2023 7:09:06 AM

Ideally , the statement would report a description of the investment, dates acquired, cost and date sold, like what is reported on the form 1099-B.