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February 14, 2025
Question

form asks "Did you buy every investment listed on your 1099‑B?" asks if I personally purchased . . . Does that include brokerage acct that sells/purchases on my behalf?

  • February 14, 2025
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    1 reply

    February 14, 2025

    Yes.  If you directed or had a brokerage firm make the purchase on your behalf then you would answer yes. 

     

    You would answer no if it was something like a gift or inheritance. 

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