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February 28, 2021
Question

Can someone answer a question i have lord abbott fund that i withdrew money out of can't tell if it is short term or long term basis? the fund is National tax Free

  • February 28, 2021
  • 1 reply
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It says that they are non covered securities , It says that they are not reporting this information to its. But that it must be determined short term or long term  gain/loss

1 reply

fanfare
Employee
February 28, 2021

shares purchased before 2011 are non-covered.

From that you can conclude they are long term holdings.

use category D and enter various for date acquired.