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Financial Planning / Tax Strategies


Subject:  Re: my broker's 1099 form had a strange suprise Date:  3/17/2012  4:46 PM
Author:  CABob Number:  115534 of 128039

What do you mean that they did not show a capital gain?
Did they show sales of the stock and fund?
Did they show the cash you received (or was put into your account) from the sales?
That is all they are required to provide. These figures get entered on your tax return and you add the purchase information and the difference will be the capital gain (or loss).

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