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1099-B Unknown Term
Received 1099-B from Morgan Stanley and E*Trade. Two stocks I sold were reported as Unknown Term. Not sure what there issue is as the info was readily available in my account. Can I just fill in the information for acquisition date and cost basis myself or do I need a revised 1099-B from MS and E*Trade. Also under "Sales Section" for that Stock in TurboTax do I select "Unknown Term Basis Not Reported to IRS" and then check the box for "The cost basis is incorrect and missing on my 1099-B" while also filling in the date of purchase and the cost basis?
‎February 19, 2024
11:18 AM