qbteachmt
Level 15
03-10-2024
02:59 PM
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To be honest, this is a bit confusing.
You use Bill and Note as if that is interchangeable. Or, your tax payer has some of each?
And then you mention this (whichever) was not on the secondary market, but the 1099-B is from a brokerage and not from Treasury Direct, uh, directly?
"Even had one bill disposed of before maturity and had a small loss but it was not reported on the 1099B"
Do you have a listing of their holdings and transactions?
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"Level Up" is a gaming function, not a real life function.
"Level Up" is a gaming function, not a real life function.
