Received our 1099-B packet for our Schwab account. Had a few sells last year, some short term, some long, some long non-covered.
SO - how should I fill out the 8949 with respect to date & cost basis.
On the 1099-B, the Acquired Date is shown as "12/31/95". Should I use that date - since it was already filed..... so as to match it ? or... put in the actual date on the form ? of course the major missing element is the Cost Basis, which I plan on added to the 8949 form.... some losses, some gains...