This helps in terms of handling the situation in TurboTax itself. But how about things that I need to do with the broker? Do I need to ask for a modified 1099-B since what's going to the IRS is not accurate?
And for the 2nd issue on the ESPP topic, is there a way to comment in the actual tax return so that the IRS knows why there is a difference between the 1099-B and the return. Part of the reported 1099-B gain does need to be counted as income and I have completed the TurboTax interview where it asks if the W-2 needs to be adjusted. My answer was "yes" since the ESPP related income isn't part of my W-2.
