rachelincolorad o
Level 2
02-18-2021
01:58 PM
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Thanks for your reply.
When you've seen this before, did they get a 2020 1099-B with a sale date of 6/30/19? (obviously not those dates, but that type of scenario.)
By entering what is on the 1099-B, I generate an error saying that I cannot claim a 2019 stock sale in 2020.
I was able to learn that this was for a company that went private, and I did confirm that the transaction was fully settled in 2019.