I have an E Trade account in which I purchased shares, but didn't sell any shares with. Do I need to report any forms from this?

Forum|Forum|6 years ago
June 5, 2019
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BobinCT

Employee

You need to log into your etrade account and look at "Tax Forms". Etrade does have them up. If you didn't sell any shares, then you don't need to worry about that. But you may still have a 1099-DIV (dividends) or 1099-INT (interest to report.

randsom

But I have a 1099B from E*TRADE and I didn’t physically sell the stock or cash out. Somehow they generated one showing gains / losses, so must I report?

JamesG1

If E*TRADE has generated an IRS form 1099-B and reported it to the IRS, you should contact E*TRADE to request that a corrected IRS form 1099-B be generated and reported.

@randsom

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randsom

my question was not how do I obtain one, it was do I need to report one when I never personally sold the stock, but E*TRADE has sent me one showing as if it was sold.