James, thank you for all the detail you provided!
Here is a generic sample of what I'm trying to do for Box E for the actions not reported by the broker.
Attachment to Form 8949, Part II for XXXXXXX. I do not have the information they want for an 8949 but here is a generic sample for a substitute 1099-B for those early years, taken from the company's own statements sent to me. (Apparently, brokers don't have to report anything prior to 2011. ) However, I don't know what the actual sales amounts were on 12/01/2022, and don't know how to "convert/transfer" many, many entries to an 8949. The shares were held, not sold, prior to 12/01/2022. Do you have any suggestions, please? Thank you.
Box 1b Date Acquired | Box 1c Date Sold | Quantity Sold | Box 1d Proceeds | Cost 1e Cost or Other Basis | Box 1g Wash Sale Loss Disallowed | Box 4 FIT Withheld | Transactions Description |
05/11/1993 (Initial Deposit) | 12/01/2022 | 1.358 | 40.50 | 55.00 | 0.00 | 0.00 | Sale of Shares |
06/10/1993 (Div. reinvested) | 12/01/2022 | .009 | .41 | 46.554 | 0.00 | 0.00 | Sale of Shares |
08/03/1993 (Addtl Deposit) | 12/01/2022 | .868 | 50.00 | 57.625 | 0.00 | 0.00 | Sale of Shares |
09/07/1993 (Div. reinvested) | 12/01/2022 | .012 | .67 | 57.00 | 0.00 | 0.00 | Sale of Shares |
