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February 26, 2025
Question

Where can I find date sold on my 1099b .

  • February 26, 2025
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    February 26, 2025

    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:

     

    1. Down the left side of the screen, click Federal.
    2. Down the left side of the screen, click Wages & Income.
    3. Click the down arrow to the right of Investments and Savings.
    4. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
    5. Click the down arrow to the right of the IRS form 1099-B.
    6. Click Edit.
    7. At the screen Review your sales, select the pencil to the right.
    8. At the screen Review this sale, tab down to Date sold or disposed.

     

     

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