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All replies here have helped to clear the fog for me, so thanks to all. Also, after reading the replies I looked over my 1099 from Zecco again and noticed some things that were misleading before. It is strange but some first letters of words on the form are in bold type, while the rest of the word is in regular font. So under "table of contents" on the form it appears like it's saying "1099 D" and 1099 G". You probably have to actually see it on the form to really get what I'm saying here. Odd that they print it out that way. Anyway that's cleared up - there is no 1099D or G, I was mistaken. It's just a 1099 DIV. In my defense - I only look at these once per year. ;^)

And near one of the places on the form that Zecco has listed my mutual fund sale and my stock sale and cash amounts from sales - it says "1099 B". Now everyone must think I'm such an idiot. Can't believe I didn't notice that before, but I think it didn't get my attention because - it has no information about dates of purchases or purchase prices. And when I look back on my records I see that both the mutual fund and stock were purchased through other brokers, so Zecco does not have that info.

a little embarrassed, randSaver
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