What if i transferred my mutual funds to another brokerage firm??

[tlr4326]

Do I have to show the transfer as a sale?

[KenH1 · Accepted solution]

If the mutual funds were transferred in-kind via an ACAT (account transfer) then no reporting is necessary.

If the mutual funds were sold and then repurchased, then yes.  You would receive a 1099-B from the old brokerage that would need to be reported here:

Federal Taxes > Income & Expenses > Investment Income, then click Show More

Select Start next to Stocks, Mutual Funds, Bonds, Other