Everything you mentioned above is critical to determine the tax on your securities trades.
I suggest you go back to the input screens for stock sales. The two most common errors are the dates and the cost basis.
- Start at Federal
- Wages and Income
- Scroll to Investments & Savings
- Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) [Start or Revisit]
- Did you have investment income in 2022? - Yes
- Get ready to be impressed Continue.
- Select Enter a different way.
- Choose the Box Stocks, Bonds, Mutual Funds Continue
- Follow the interview to post your information.
Unfortunately, you will have to check line by line.
Make sure the "Date Acquired" and "Cost Basis" is posted and accurate.
- As you enter the dates and proceeds, there is a check box for The cost basis is incorrect or missing on my 1099‑B
- Use this option to correct any errors on a cost basis.
If this does not completely answer your question, please contact us again and provide some additional details.
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