@SharonD007 @MinhT1 Apologies, the acquirement question pops up if uploading the document. It does not pop up if I manually create a record. The question really...

@MinhT1In addition to that, it also asked how I received this investment. There is no option for my situation. There is a purchase, sale, gift, inheritance opti...

@MinhT1Thank you for the response. Lastly, when labeling it under 1099-B, would it be a short term sale (short term-basis reported to IRS) every time I record i...