I wanted to share some different types of Brokerage statements, how to enter them, and what to watch for.

Remember to use your PUB 4012 and PUB 17 if you have questions.

​See below

Schedule K-1

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What most of our Broker Statements Look Like-honestly

Primerica Dividend Statements:

Primerica Dividend Statement Explained... What were they thinking?

Charles Schwab Sample Statement

Charles Schwab-a look at the Brokerage Statement

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Here is a different 1099-B with inherited stock-- cost basis not shown on the form