I don’t understand why there’s a 1099-B at all. I didn’t transact in this mutual fund, which I bought in 2018 and have held since. Box 2a on the 1099-DIV is $0, meaning no capital gain distributions.
The 1099-B reports an ST realized loss, a large LT gain in Box D (to report on Form 8949, Part II), and another gain in Box E. The cost basis appears on multiple lines, so I’m unsure if it’s correct.
If there are no capital gain distributions (Boxes 2a-2f all $0) and I didn’t sell, do I need to enter the 1099-B values (Proceeds, Cost Basis, Gains)? The form says, “not reported to the IRS but may be helpful,” yet Box D states “basis reported to IRS,” while Box E isn’t reported.
Should I enter these amounts from 1099-B?
