AmeriTrade Tax Info 1099-Div, Misc, B(futures contracts) & sales transaction (all on one page) but no dates for the trades. Under "Sales Transactions" it says: "Proceeds, gains, losses and adjustments. Refer to the 1099-B and proceeds not reported to the IRS pages to ensure that you consider all relevant items and to determine the correct gain and losses. The amounts shown below are for informational purposes".
The sales section resembles your usually spreadsheet:
Term Form 8949 type
Short A (basis reported to the IRS) $100
Short B (basis not reported the IRS) $0
Short C (Form 1099-B not received) $0 Don't believe I ever saw this one before.
The account is being managed and the TP thinks maybe the RIA sold shares to pay for management fees.
The sales section resembles your usually spreadsheet:
Term Form 8949 type
Short A (basis reported to the IRS) $100
Short B (basis not reported the IRS) $0
Short C (Form 1099-B not received) $0 Don't believe I ever saw this one before.
The account is being managed and the TP thinks maybe the RIA sold shares to pay for management fees.