What are the limitations of tax software for complex investment situations?

Q: WHY DID I RECEIVE A 1099-DIV? A: This form is a record of all taxable dividend and capital gains earned in your mutual fund account during the 2024 calendar ... Coinbase will issue you a form 1099-B if you traded Futures via Coinbase Finance Markets. Learn more about Coinbase Futures. Coinbase reports. While exchanges ... Withholdings reported on Form 1099-B are entered on Form 1040, Line 25b - Enter Federal withholding from 1099s (1099B, etc) only if the income entry form in ... Dec 12, 2024 ... A 1099-B is an informational document brokers send to people who have sold securities, such as stocks or bonds, through a brokerage during the ... Simply select your recipients, select the desired 1099-B copy, and press print. This tutorial shows how to print QuickBooks 1099-B forms. Mar 1, 2025 ... ... (PDF) under the title "Current Revision" on this page? https://www.irs.gov/forms-pubs/about-schedule-b-form-1040. Upvote 0. Downvote Reply reply Aug 25, 2022 ... Your Form 1095-B is proof of healthcare insurance for the IRS and does not require completion or submission to DHCS. Please keep this form for your records. What you will see on your IRS Form 1099 · 1099 – INT (Shows interest income you received through the year) · 1099 – B (Shows the proceeds you got for maturing ... Dec 5, 2024 ... The transactions are consolidated and listed on Form 8949, and the totals flow to Schedule D. The option is still available to attach a manually ... Mar 15, 2025 ... When Form 8949 is created, all transactions are marked with Box C even though the Uphold transactions by way of 1099-B have been reported to the ...