jtsccs
Level 1

Thanks. So it is portfolio income.

We did receive a 1099-S. So would the sales be reported on form 8949?

The form asks if the 1099-b  showed a basis or not.  The 1099-s does not (of source).

Do I answer the question for the 1099-s and if it was the same as a 1099-b? That would mean that it is treated just like a stock sale via a 1099b.  Correct?

 

0 Cheers