tintern55
New Member

Get your taxes done using TurboTax

Thank you for taking the time to respond to my question.  (Not sure what happened with the comments.) Received a 1099B with 1d populated with the total $ amount of exchanged shares.  On 10/31/2018 the brokerage account exchanged XXX number of PX shares to the same number of LIN shares in the same day.  Brokerage acct # remained the same, $$ amount remained the same.  Identified transaction type:  Merger.  My 2018 taxes have already been filed.  Did not receive the 1099B until May 5th, 2019.  I understand how to amend my 2018 Turbo Tax taxes.  It is not clear how to input this 1099B or even if I have to.  There's does not appear to be a merger or exchange option for this 1:1 transaction in Turbo Tax for 1099Bs.  Especially since I did not receive the proceeds or physically transact it.    Truly appreciate your help on this rather confusing situation.