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Acquired date on 1099-B different than supplemental form
I sold some RSU lots and 1099B seems to be reporting incorrect Acquired date for part of the sale.
Details:
- I sold a total of 576 shares,
- 500 of those are reported under "Short term transactions for which basis is not reported to IRS"
- 76 are reported under "Long term transactions for which basis is reported to IRS". This acquired date is likely incorrect.
- The supplemental form has 1 entry for 576 shares listed under "Short term transactions.
I am not sure how to report these and where should they go on form 8949. Turbotax auto-import creates 1 entry with 576 shares.
1099 B short term
1099 B- long term
Supplemental section
1099 B
I have the same issue with the sale of 46.003 shares. I am not sure how to report this correctly, as Fidelity reported the sale as long term but i need to change it to short term. Where should it go on 8949.
Topics:
‎February 27, 2023
11:23 AM