What information should I bring to a tax advisor?

Mar 3, 2021 ... You withdrew from your Acorns Invest or Early account or sold some of your investments for more than $20 last year. When you sell an investment ... 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 Mar 10, 2025 ... Quick Overview of Form 1099-B for 2025: · Form 1099-B: Proceeds From Broker and Barter Exchange Transactions · What's reported on Form 1099-B: ... Form 1099-DIV reports any dividend and capital gain distributions from your J.P. Morgan mutual funds, excluding retirement plan accounts. Form 1099-B is found ... Nov 21, 2024 ... When you receive your Form 1099-DIV, the dividend income may appear in two locations on the form, and it may look like it's being double ... Shareholders may receive an updated and separate Form 1099-B if there are any monetary adjustments to their accounts after their original tax form was posted. Shop all products. Refine by product category. Paper products (6). Compatible software 1099-ETC (AMS) (5). Account ability (2). Accounting CS (6). Accounting ... Form 1099-B reports the sale of mutual fund shares and related cost basis information. In most cases, you are required to use the information on this form. eDelivery is available for most tax forms, including 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID, 1099-R, 1099-Q, 5498 and 5498-ESA. Log in to view your ... Feb 18, 2025 ... Form 1099-B reports transaction proceeds from broker transactions or bartering networks. If you've sold stocks, bonds, or other securities, you' ...