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suzanne-troendly
April 12, 2025
Question

How to answer - did you buy every investment on your 1099-B?

  • April 12, 2025
  • 1 reply
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How to answer - did you buy every investment on your 1099-B?

    1 reply

    D
    DianeW777
    April 12, 2025

    It depends. If you did purchase all of your investments you should answer 'Yes'. If you inherited your investments you should choose that. Please clarify if there is other details you can share that would help us provide the best answer for your situation.

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