I imported the 1099-B from the broker.
I have a question on the Cost basis figure to use in the "Capital assets sales worksheet" for a qualifying ESPP sale.
In 1099-B, the information for one of the long-term transaction sales is:
Sale 105.000 09/30/18 03/08/21 7,559.96 5,156.13(e) 2,403.83
(These fields are num-shares; dates acquired and sold; Proceeds; Cost-basis; Gain)
In Supplemental Stock Plan Lot Detail, the details for this sale are:
QSP 105.000 09/30/18 03/08/21 7,559.96 240.19 5,396.32 0.00 2,163.64
(These fields are num-shares; dates acquired and sold; Proceeds; Income; Cost-basis; Gain)
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My question is: which figure I should use for the Cost basis in
"Capital assets sales worksheet" - should it be 5156 or 5396?
In Form 8949, TurboTax uses 5396 as the cost basis, so it is likely
the other figure 5156 is the one to be used.
