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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.
‎June 7, 2019
5:20 PM