You haven't provided enough info for us to be able to provide definitive feedback. Search and find IRS Pub 936 and then review pages 12-14 which includes instru...
I was able to do that prior to posting my question. Despite inputting Aug 3, 2020 has the date I refinanced and paid off my 2016 mortgage (which qualified as mo...
Sorry for the late reply as I had to pull the 2015 1099-B. It shows the sales proceeds distributed to me in 2015 (the year in which the sale occurred) but not t...
Thanks for the reply. OK, so even the 10% of the proceeds that were distributed one year in 2016 later (the "holdback") is a short-term gain since the shares we...
