Solved
I have 1099-B forms from brokers that MANAGE our investments. They sell stocks and rollover the buys to other stocks. Am I to report these rolled over amts?
These are actions out of our control, aren't these unrealized funds??
It doesn't matter what happened to the sale proceeds like if you got the cash or bought stocks. Only the sales are reported and they are taxable.
So yes you report them and the net gain is taxed. No you don't report you rolled them over. Unless the sales were in a IRA or 401K account. That's a whole other story.
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