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Question

Stocks acquired on 12/29/2022 and sold on 1/3/23. How to report it?

Forum|Forum|3 years ago
April 1, 2023
2 replies
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TurboTax Premier Online

Your stock sale will be reported on your 2023 income tax return since you sold them on 1/3/2023. You do not have to report anything for the acquisition of your stock.

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sales of long positions are reported on a trade date basis. the closing of short sales at a gain, also. but the closing of short sales at a loss are reported on a settlement date basis.