If it says it was not reported to the IRS. The broker did not know the status of the transaction(s).
- Yes, you will have to determine if it is long term or short term. Here are the conditions.
- You will the to try to figure the date acquired.
- If you owned an investment for more than one year it is long term. Example: Jan 1st' 2019 to Jan 2nd, 2020
- If you owned the investment for less than one full year it is short term.
- There is a drop down menu for the indication of the proper Box.
- Box B - Short term non covered
- Box D - Long term not covered
- (Not covered means the broker didn't know)
- Yes you will have to try to figure out the basis.
- Basis is essentially what you paid for the stock. It is posted as the total cost. Not as the price per share.
- If you've determined a date of purchase, this website will help with the history of the stock.
Historical Stock Quote Prices - MarketWatch
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