1099-B Software

Proceeds from Broker and Barter Exchange Transactions

Form 1099-B reports the proceeds from any sales of non money market funds in non-retirement accounts and is used to calculate capital gains and losses.

File Form 1099-B (Proceeds from Broker and Barter Exchange Transactions) for each person:

(1) for whom you, doing business as a broker or barter exchange, have sold stocks, bonds, commodities, regulated futures contracts, foreign currency contracts, forward contracts, and debt instruments, or

(2) who exchanged property or services through the barter exchange.

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