I had a bunch of stock in 1 ETF held in a personal brokerage account that I bought at various times and various prices. I sold a large volume of it in 2025 all for 1 price. My brokerage (interactive brokers) allows me to select which lots will be used to compute the cost basis when I made the sale, but it seems that they…
I received a W2, 1099B and statement of taxable income. The information on the statement of taxable income says this was received as a result of Restricted Stock options but also says its possible to receive for Incentive Stock Options. I am trying to figure out which option it is. The amount of stock reported as income in…
Federal tax return question… It appears that three total stock splits (two regular and one reverse across three different stocks) resulted in long-term losses totaling a little more than $60. My brokerage fund issued no 1099-B for these events (which were my only stock "sales" of the year). Apparently, I need to cajole…
On a Form 1099-B, my broker reported that there were losses within a closed-end fund that I am still holding. So I need to create a Form 8949 to report the losses (so they can be added to my capital loss carryover). But the FreeTaxUSA software does not seem to have a way to enter a Form 8949 if no asset has been sold. How…
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