Matilda
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Perfect. Thank You!I did not think about it before, but should my proceeds also match Fidelity's? Turbotax does not ask about proceeds or ask if you want to cha...
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Im sorry. I need clarification.My 1099 B from the Fidelity has four funds, two categories each - short term and long term sales. The long term sales include inh...
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I am entering the correct Cost Basis for the inherited shares, short term, and long term. I am just entering where you enter the 1099B except the basis I enter ...
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I'm still working on this. I really want to make this easier so - will the following work???I have a spreadsheet so I have all the information. Luckily its only...
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So I need to split the mutual fund into separate entries. One for the original inherited shares, then one for each of the times they reinvested and bought more ...
Activity Feed for Matilda
- Posted Re: Basis for sale of inherited mutual funds after a couple years and mutual fund reinvesting on Get your taxes done using TurboTax. Tuesday
- Posted Sold ISO shares - Grant Date 4/1993, Exercise Dates in 1998, 1999, 2000; Sold all in 2025 - what is the basis? on Get your taxes done using TurboTax. Tuesday
- Posted Re: Basis for sale of inherited mutual funds after a couple years and mutual fund reinvesting on Get your taxes done using TurboTax. Monday
- Posted Re: Basis for sale of inherited mutual funds after a couple years and mutual fund reinvesting on Get your taxes done using TurboTax. a week ago
- Posted Re: Basis for sale of inherited mutual funds after a couple years and mutual fund reinvesting on Get your taxes done using TurboTax. 2 weeks ago
- Posted Re: Basis for sale of inherited mutual funds after a couple years and mutual fund reinvesting on Get your taxes done using TurboTax. 3 weeks ago
- Posted on Get your taxes done using TurboTax. 3 weeks ago
- Posted Basis for sale of inherited mutual funds after a couple years and mutual fund reinvesting on Get your taxes done using TurboTax. 3 weeks ago
- Posted I inherited an American funds mutual fund 4 years ago. I cashed it out in 2025. I have short term gains on my 1099-B. How does that work? on Get your taxes done using TurboTax. 3 weeks ago
- Posted Re: Foreign Tax Credit Multiple countries on one 1099 on Deductions & credits. April 10, 2025 3:03 PM
- Posted Foreign Tax Credit Multiple countries on one 1099 on Deductions & credits. April 9, 2025 3:58 PM
- Posted Selected incorrect beneficiary when entering an Estate K1 on Business & farm. April 1, 2023 1:23 AM
- Posted Re: Filing taxes for person who died prior to filing previous year taxes on Get your taxes done using TurboTax. February 26, 2023 4:09 PM
- Posted Re: Filing taxes for person who died prior to filing previous year taxes on Get your taxes done using TurboTax. February 26, 2023 1:46 PM
- Posted Re: Filing taxes for person who died prior to filing previous year taxes on Get your taxes done using TurboTax. February 26, 2023 1:41 PM
- Posted Filing taxes for person who died prior to filing previous year taxes on Get your taxes done using TurboTax. February 26, 2023 12:42 PM
- Posted Can my mother deduct the amount she pays her 24/7 caregiver as a household employer? on Get your taxes done using TurboTax. February 25, 2023 4:34 PM
- Posted Can Employers address on W2 be different than original address on EIN on Business & farm. January 30, 2023 2:40 PM
- Posted What is the correct address to use for Employers Address on W2 on Get your taxes done using TurboTax. January 30, 2023 2:35 PM
- Posted Re: Re: on Business & farm. August 20, 2022 2:07 PM