Divers97
New Member

Get your taxes done using TurboTax

This is very helpful. My situation is similar, and the brokerage had clearly noted the cost basis, dates acquired, and long term basis on the 1099-B. TurboTax still asked whether some were inherited or purchased, which is sounds like is a moot point if the believe brokerage noted this on their 1099. Thanks for the clarification, as it seems like the form doesn't change online regardless of checking the inherited or purchased box as long as the details are correct.