What should I enter as the date sold or disposed?
Enter the date you sold or disposed of the investment.
Stocks, bonds, mutual funds, crypto, other
If you received Form 1099-B or a substitute statement, enter the date sold or disposed from the Date Sold or Disposed column/box (it's often referred to as Column/Box 1c).
Vacation home or land
If you received Form 1099-S, enter the date of closing from Box 1.
If you don't see this information on your tax form, you might find it on later pages of your brokerage tax statements or in your transaction history with your brokerage.
The date you enter is important because we use it to calculate how long you've owned the investment. Investments held for more than one year are generally taxed at a lower rate than those held for one year or less.
Stocks, bonds, mutual funds, crypto, other
If you received Form 1099-B or a substitute statement, enter the date sold or disposed from the Date Sold or Disposed column/box (it's often referred to as Column/Box 1c).
Vacation home or land
If you received Form 1099-S, enter the date of closing from Box 1.
If you don't see this information on your tax form, you might find it on later pages of your brokerage tax statements or in your transaction history with your brokerage.
The date you enter is important because we use it to calculate how long you've owned the investment. Investments held for more than one year are generally taxed at a lower rate than those held for one year or less.
