{"id":1180,"date":"2018-02-13T18:56:42","date_gmt":"2018-02-13T23:56:42","guid":{"rendered":"https:\/\/www.etax.com\/blog\/?p=1180"},"modified":"2019-07-09T14:33:39","modified_gmt":"2019-07-09T18:33:39","slug":"form-1099-b-investment-securities","status":"publish","type":"post","link":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/","title":{"rendered":"Form 1099-B: Investment Securities"},"content":{"rendered":"<p class=\"p2\"><span class=\"s2\">You\u2019ll receive a Form 1099-B from your broker whenever you sell investment securities. Form 1099-B lists the pertinent information about your sales, including date, description and proceeds, and if known, your cost basis. Investment gains and losses affect your taxes, so you\u2019ll have to report all the required information about your investments when you file. <\/span><\/p>\n<h4 class=\"p2\"><span class=\"s1\"><b>Form 1099-B<\/b><\/span><\/h4>\n<p class=\"p2\"><span class=\"s2\">Investment securities include stocks, bonds, mutual funds, and others, and the sale of these will generate a 1099-B at the end of the year. Every sale gets its own 1099-B. If you make a variety of sales at a single institution, you\u2019ll get a consolidated 1099-B with all your sales. For your taxes, you\u2019ll need the amount you paid originally for the investment along with the proceeds you made from the sales. To record your transactions correctly, the 1099-B includes your institutions federal identification number, your tax ID number, and the security symbol and number of shares if it applies.<\/span><\/p>\n<h4 class=\"p2\"><span class=\"s1\"><b>Form 8949<\/b><\/span><\/h4>\n<p class=\"p2\"><span class=\"s2\">You need to transfer the information from your 1099-B to a Form 8949. Form 8949 is used to document sales and dispositions of capital assets, including stocks, bonds, and mutual funds. You\u2019ll be required to divide your trades into long-term and short term. Short-term are held for less than one year, while any assets over a year in ownership are known as long-term trades. On the Form 8949, you\u2019ll record a description of the asset, the date originally purchased and sold, cost basis, and proceeds from the sale. The final column is used to tally your gain or loss. <\/span><\/p>\n<h4 class=\"p2\"><span class=\"s1\"><b>Schedule D<\/b><\/span><\/h4>\n<p class=\"p2\"><span class=\"s2\">Once you\u2019ve transferred the information from the 1099-B, you\u2019ll be able to determine your initial <a href=\"https:\/\/www.etax.com\/blog\/2025\/07\/15\/how-to-pay-0-capital-gains-tax-in-2025-and-make-over-100k-doing-it\/\">capital gains<\/a> or losses. That information is then recorded on a Schedule D, which will calculate your final loss or gain in accordance with other factors. So, if you have a carry-over loss from another tax year, you\u2019d enter it on the Schedule D, and it will affect your total gain or loss as originally stated on the Form 8949. You\u2019ll need to input capital gains distributions on the Schedule D as well. Simply following the instructions as per the Schedule D will allow you to calculate the appropriate tax rate applicable to your gains prior to transferring it to your Form 1040.<\/span><\/p>\n<h4 class=\"p2\"><span class=\"s1\"><b>Taxation<\/b><\/span><\/h4>\n<p class=\"p2\"><span class=\"s2\">Short term gains from your 1099-B will be included as regular income on your tax return. You\u2019ll pay your taxes on those gains as if they were regular income. Long-term gains are generally subject to a lower tax rate, sometimes as low as zero percent. Losses can reduce your gains, decreasing ordinary income by up to $3,000 per year. The IRS knows if you don\u2019t accurately report the information from your 1099-B, as your financial institution sends a copy to the government as well. <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You\u2019ll receive a Form 1099-B from your broker whenever you sell investment securities. Form 1099-B lists the pertinent information about your sales, including date, description and proceeds, and if known, your cost basis. Investment gains and losses affect your taxes, so you\u2019ll have to report all the required information about your investments when you file. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1493,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[121],"tags":[259,196,578,147,579],"class_list":["post-1180","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-income","tag-1099-b","tag-capital-gains","tag-cost-basis","tag-form-8949","tag-investment-securities"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Form 1099-B: Investment Securities - eTax.com\u00ae Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Form 1099-B: Investment Securities - eTax.com\u00ae Blog\" \/>\n<meta property=\"og:description\" content=\"You\u2019ll receive a Form 1099-B from your broker whenever you sell investment securities. Form 1099-B lists the pertinent information about your sales, including date, description and proceeds, and if known, your cost basis. Investment gains and losses affect your taxes, so you\u2019ll have to report all the required information about your investments when you file. [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/\" \/>\n<meta property=\"og:site_name\" content=\"eTax.com\u00ae Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/eTaxcom-135749976483724\/\" \/>\n<meta property=\"article:published_time\" content=\"2018-02-13T23:56:42+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-07-09T18:33:39+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.etax.com\/blog\/wp-content\/uploads\/2018\/02\/cellphone-device-electronics-870903-e1562697209933.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"600\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/2018\\\/02\\\/13\\\/form-1099-b-investment-securities\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/2018\\\/02\\\/13\\\/form-1099-b-investment-securities\\\/\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/#\\\/schema\\\/person\\\/ddb9378caffbf2f32f89a84d213b3ef4\"},\"headline\":\"Form 1099-B: Investment Securities\",\"datePublished\":\"2018-02-13T23:56:42+00:00\",\"dateModified\":\"2019-07-09T18:33:39+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/2018\\\/02\\\/13\\\/form-1099-b-investment-securities\\\/\"},\"wordCount\":472,\"publisher\":{\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/2018\\\/02\\\/13\\\/form-1099-b-investment-securities\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/wp-content\\\/uploads\\\/2018\\\/02\\\/cellphone-device-electronics-870903-e1562697209933.jpg\",\"keywords\":[\"1099-B\",\"capital gains\",\"cost basis\",\"Form 8949\",\"investment securities\"],\"articleSection\":[\"Income\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/2018\\\/02\\\/13\\\/form-1099-b-investment-securities\\\/\",\"url\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/2018\\\/02\\\/13\\\/form-1099-b-investment-securities\\\/\",\"name\":\"Form 1099-B: Investment Securities - eTax.com\u00ae Blog\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/2018\\\/02\\\/13\\\/form-1099-b-investment-securities\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/2018\\\/02\\\/13\\\/form-1099-b-investment-securities\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/wp-content\\\/uploads\\\/2018\\\/02\\\/cellphone-device-electronics-870903-e1562697209933.jpg\",\"datePublished\":\"2018-02-13T23:56:42+00:00\",\"dateModified\":\"2019-07-09T18:33:39+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/2018\\\/02\\\/13\\\/form-1099-b-investment-securities\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.etax.com\\\/blog\\\/2018\\\/02\\\/13\\\/form-1099-b-investment-securities\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/2018\\\/02\\\/13\\\/form-1099-b-investment-securities\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/wp-content\\\/uploads\\\/2018\\\/02\\\/cellphone-device-electronics-870903-e1562697209933.jpg\",\"contentUrl\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/wp-content\\\/uploads\\\/2018\\\/02\\\/cellphone-device-electronics-870903-e1562697209933.jpg\",\"width\":600,\"height\":400,\"caption\":\"Form 1099-B: Investment Securities\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/2018\\\/02\\\/13\\\/form-1099-b-investment-securities\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Form 1099-B: Investment Securities\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/\",\"name\":\"eTax.com\u00ae Blog\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/#organization\",\"name\":\"eTax.com\",\"url\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/08\\\/44729_463802350345150_698036533_n.png\",\"contentUrl\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/08\\\/44729_463802350345150_698036533_n.png\",\"width\":225,\"height\":225,\"caption\":\"eTax.com\"},\"image\":{\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/eTaxcom-135749976483724\\\/\",\"https:\\\/\\\/x.com\\\/AskETAX\",\"https:\\\/\\\/www.youtube.com\\\/user\\\/855ASKETAX\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/#\\\/schema\\\/person\\\/ddb9378caffbf2f32f89a84d213b3ef4\",\"name\":\"admin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/11f5dc3cde415e2a21a1f661e9da122266d26fe459fff87652a83908cc05aae5?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/11f5dc3cde415e2a21a1f661e9da122266d26fe459fff87652a83908cc05aae5?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/11f5dc3cde415e2a21a1f661e9da122266d26fe459fff87652a83908cc05aae5?s=96&d=mm&r=g\",\"caption\":\"admin\"},\"url\":\"https:\\\/\\\/www.etax.com\\\/blog\\\/author\\\/admin\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Form 1099-B: Investment Securities - eTax.com\u00ae Blog","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/","og_locale":"en_US","og_type":"article","og_title":"Form 1099-B: Investment Securities - eTax.com\u00ae Blog","og_description":"You\u2019ll receive a Form 1099-B from your broker whenever you sell investment securities. Form 1099-B lists the pertinent information about your sales, including date, description and proceeds, and if known, your cost basis. Investment gains and losses affect your taxes, so you\u2019ll have to report all the required information about your investments when you file. [&hellip;]","og_url":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/","og_site_name":"eTax.com\u00ae Blog","article_publisher":"https:\/\/www.facebook.com\/eTaxcom-135749976483724\/","article_published_time":"2018-02-13T23:56:42+00:00","article_modified_time":"2019-07-09T18:33:39+00:00","og_image":[{"width":600,"height":400,"url":"https:\/\/www.etax.com\/blog\/wp-content\/uploads\/2018\/02\/cellphone-device-electronics-870903-e1562697209933.jpg","type":"image\/jpeg"}],"author":"admin","twitter_misc":{"Written by":"admin","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/#article","isPartOf":{"@id":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/"},"author":{"name":"admin","@id":"https:\/\/www.etax.com\/blog\/#\/schema\/person\/ddb9378caffbf2f32f89a84d213b3ef4"},"headline":"Form 1099-B: Investment Securities","datePublished":"2018-02-13T23:56:42+00:00","dateModified":"2019-07-09T18:33:39+00:00","mainEntityOfPage":{"@id":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/"},"wordCount":472,"publisher":{"@id":"https:\/\/www.etax.com\/blog\/#organization"},"image":{"@id":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/#primaryimage"},"thumbnailUrl":"https:\/\/www.etax.com\/blog\/wp-content\/uploads\/2018\/02\/cellphone-device-electronics-870903-e1562697209933.jpg","keywords":["1099-B","capital gains","cost basis","Form 8949","investment securities"],"articleSection":["Income"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/","url":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/","name":"Form 1099-B: Investment Securities - eTax.com\u00ae Blog","isPartOf":{"@id":"https:\/\/www.etax.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/#primaryimage"},"image":{"@id":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/#primaryimage"},"thumbnailUrl":"https:\/\/www.etax.com\/blog\/wp-content\/uploads\/2018\/02\/cellphone-device-electronics-870903-e1562697209933.jpg","datePublished":"2018-02-13T23:56:42+00:00","dateModified":"2019-07-09T18:33:39+00:00","breadcrumb":{"@id":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/#primaryimage","url":"https:\/\/www.etax.com\/blog\/wp-content\/uploads\/2018\/02\/cellphone-device-electronics-870903-e1562697209933.jpg","contentUrl":"https:\/\/www.etax.com\/blog\/wp-content\/uploads\/2018\/02\/cellphone-device-electronics-870903-e1562697209933.jpg","width":600,"height":400,"caption":"Form 1099-B: Investment Securities"},{"@type":"BreadcrumbList","@id":"https:\/\/www.etax.com\/blog\/2018\/02\/13\/form-1099-b-investment-securities\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.etax.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Form 1099-B: Investment Securities"}]},{"@type":"WebSite","@id":"https:\/\/www.etax.com\/blog\/#website","url":"https:\/\/www.etax.com\/blog\/","name":"eTax.com\u00ae Blog","description":"","publisher":{"@id":"https:\/\/www.etax.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.etax.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.etax.com\/blog\/#organization","name":"eTax.com","url":"https:\/\/www.etax.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.etax.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.etax.com\/blog\/wp-content\/uploads\/2020\/08\/44729_463802350345150_698036533_n.png","contentUrl":"https:\/\/www.etax.com\/blog\/wp-content\/uploads\/2020\/08\/44729_463802350345150_698036533_n.png","width":225,"height":225,"caption":"eTax.com"},"image":{"@id":"https:\/\/www.etax.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/eTaxcom-135749976483724\/","https:\/\/x.com\/AskETAX","https:\/\/www.youtube.com\/user\/855ASKETAX"]},{"@type":"Person","@id":"https:\/\/www.etax.com\/blog\/#\/schema\/person\/ddb9378caffbf2f32f89a84d213b3ef4","name":"admin","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/11f5dc3cde415e2a21a1f661e9da122266d26fe459fff87652a83908cc05aae5?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/11f5dc3cde415e2a21a1f661e9da122266d26fe459fff87652a83908cc05aae5?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/11f5dc3cde415e2a21a1f661e9da122266d26fe459fff87652a83908cc05aae5?s=96&d=mm&r=g","caption":"admin"},"url":"https:\/\/www.etax.com\/blog\/author\/admin\/"}]}},"_links":{"self":[{"href":"https:\/\/www.etax.com\/blog\/wp-json\/wp\/v2\/posts\/1180","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.etax.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.etax.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.etax.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.etax.com\/blog\/wp-json\/wp\/v2\/comments?post=1180"}],"version-history":[{"count":1,"href":"https:\/\/www.etax.com\/blog\/wp-json\/wp\/v2\/posts\/1180\/revisions"}],"predecessor-version":[{"id":1181,"href":"https:\/\/www.etax.com\/blog\/wp-json\/wp\/v2\/posts\/1180\/revisions\/1181"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.etax.com\/blog\/wp-json\/wp\/v2\/media\/1493"}],"wp:attachment":[{"href":"https:\/\/www.etax.com\/blog\/wp-json\/wp\/v2\/media?parent=1180"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.etax.com\/blog\/wp-json\/wp\/v2\/categories?post=1180"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.etax.com\/blog\/wp-json\/wp\/v2\/tags?post=1180"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}