DaveF1006
Expert Alumni

Get your taxes done using TurboTax

Enter the 1099‑B exactly as Fidelity reported it first. Then mark “basis is incorrect,” and enter the correct basis when prompted. 

 

For any additional sales that Fidelity did not list separately (like splitting inherited vs. non‑inherited shares), you manually add a new 1099‑B entry with the correct information.

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