MarcB
Level 2
07-26-2024
02:35 PM
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sjrcpa
Level 15
07-26-2024
03:29 PM
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If it was held for investment, Schedule D/Form 8949.
The more I know the more I don’t know.
PATAX
Level 15
07-26-2024
04:51 PM
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Quickfinder and the Tax Book have excellent information on this.
Level 15
07-27-2024
12:00 PM
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Use the 1099B worksheet, just skip over the brokerage info at the top and enter it in the entry boxes below, that will make it flow to Sch D and the 8949.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪