jaems1964
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Thanks, to everyone for helping me with this.I changed the drop-down to "purchased" and looked at line 8 of Part II. There is in fact an amount there; almost 5k...
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By leaving that second drop-down menu option blank and continuing on I was prompted with more options that specified an ESOP distribution. I was then prompted t...
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I've gone over and over these follow-up questions and replies.I'm pretty convinced I have the 1099-R entered correctly and all the following questions we still ...
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Your screens look very different than mine.But I will attach some screen captures for you to see.The 1099-B Drop Down menu choices I have.drop down menu Type of...
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Based on all the replies I think I have it all entered correctly.But I am still leery about the selection choice in "What type of investment did you sell?" and,...
Activity Feed for jaems1964
- Posted Re: I'm trying to enter 1099-B sales info for an ESOP, but when asked 'What type of investment di... on Retirement tax questions. March 11, 2023 3:51 AM
- Posted Re: I'm trying to enter 1099-B sales info for an ESOP, but when asked 'What type of investment di... on Retirement tax questions. March 3, 2023 4:11 PM
- Posted Re: I'm trying to enter 1099-B sales info for an ESOP, but when asked 'What type of investment di... on Retirement tax questions. March 3, 2023 4:04 PM
- Posted Re: I'm trying to enter 1099-B sales info for an ESOP, but when asked 'What type of investment di... on Retirement tax questions. March 3, 2023 1:48 PM
- Posted Re: I'm trying to enter 1099-B sales info for an ESOP, but when asked 'What type of investment di... on Retirement tax questions. March 3, 2023 12:46 PM
- Posted Re: I'm trying to enter 1099-B sales info for an ESOP, but when asked 'What type of investment di... on Retirement tax questions. March 3, 2023 11:38 AM
- Posted Re: I'm trying to enter 1099-B sales info for an ESOP, but when asked 'What type of investment di... on Retirement tax questions. March 3, 2023 6:30 AM
- Posted Re: I'm trying to enter 1099-B sales info for an ESOP, but when asked 'What type of investment did you sell?', there is no option listed for ESOP. What should I select? on Retirement tax questions. February 20, 2023 8:41 AM
- Cheered I'm trying to enter 1099-B sales info for an ESOP, but when asked 'What type of investment did you sell?', there is no option listed for ESOP. What should I select? for kevinbharris. February 20, 2023 8:40 AM