If your IRS form 1099-B does not report Date sold or disposed, you may need to review your individual sales records and/or sales tickets to determine the date.
Date sold or disposed is reported in box 1c of the IRS form 1099-B and may not be reported by your financial institution if the institution does not have that information.
Date acquired and Date sold or disposed are necessary to determine long-term or short-term basis. Capital gains rates vary whether the investment is long-term or short-term.
To enter Date sold or disposed manually In TurboTax Online, follow these steps:
Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Click the down arrow to the right of Investments and Savings.
Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
Click the down arrow to the right of the IRS form 1099-B.
Click Edit.
At the screen Review your sales, select the pencil to the right.
At the screen Review this sale, tab down to Date sold or disposed.
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