Stocks & Mutual Funds

Please be very wary of this one. Do not assume your cost information is provided on Form 1099. Please provide a spreadsheet showing the date you bought each item that was sold along with the total purchase price of each item sold, if you sold stocks or mutual funds.

Please carefully review all your stock sales to ensure you have the purchase date and cost information for each stock or mutual fund sold during the year.

Contine Reading