I got a single 1099-B from my employer that shows the TOTAL for ISO stock I sold. However, I sold multiple lots acquired over several years and they are all different sales as the basis and gain are different for each.
In TurboTax (Premiere) when I say I got a 1099-B then it tries to use the TOTAL (from the 1099-B line 1d "proceeds") for EACH sale I enter. I don't see a way to say that the 1099-B has totals on it -- but then add individual stock sales that will eventually add up to that total. (my 1099-b does NOT list individual transactions - I have all the info for tracking basis in Excel). I have over a dozen sales and each one contains multiple lots. It's unclear how to do this. I've never had trouble in the past but I've never received a 1099-B either so that must be something new.
I determined that if I say "No" to "Did you get a 1099-B for this sale?", then I can go ahead and enter each sale. Once I'm done, all the math will be correct but there will be no 1099-B attached to my return in Turbo Tax. Is this the way to go in cases like mine?
