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Question

OK 511 is asking for acquisition date of stocks which were acquired various dates. What date do I use?

Forum|Forum|4 years ago
April 17, 2022
1 reply
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TurboTax Premier Online

Employee

getman,

The simplest solution is to select "VARIOUS" as the acquisition date and "long term [over a year]" or "short term [up to a year]" as appropriate for each stock symbol and sales date. For most anything, the 1099-B brokerage statement will show whether it was long or short term. This does not, of course, relieve you of knowing the cost basis for each. I strongly suggest you wait to receive the 1099-B form(s) before filing your taxes. These typically do not come out until mid-Feb. at the earliest but you may be lucky.