GeorgeM777
Expert Alumni

Get your taxes done using TurboTax

You are correct in that the loss amounts reflected on the Investment Summary screen should be the same as the loss amounts reflected on your 1099-B.  Because the amounts are different, it may the result of an incorrect cost basis--in that it may be overstated--or it could be an incorrect sales proceeds in that it could be understated.  

 

Thus, go back to the investment section and review your cost basis for each item.  Also check your sales proceeds to ensure they match your 1099-B.  

 

@ggheights1011 

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