Skip to main content
April 14, 2023
Question

Do I need to upgrade my version of TT to the level that handles the sales of stocks if my investment account handles all trades/sales/etc. (1099-B) but I didn't sell any

  • April 14, 2023
  • 1 reply
  • 0 views
  When TT asked me if I sold any stock, I thought it included my investment account.  I did not personally sell anything-nothing happened outside of the account .  Do I need the upgraded version?  Thank you!

1 reply

Employee
April 14, 2023

If you did not sell any stock in 2022 and did not receive a 1099-B, then you do not need to upgrade your TT version.