Greetings,
I have a Fidelity Tax Reporting Statement (one account) that has two separate sections labeled 1099-B*. These two sections relate to the same sale of stock (forced sale due to merger). The first 1099-B* 2019 Proceeds from Broker and Barter Exchange Transactions section is Long-term transactions for which basis is reported to the IRS --report on Form 8949 with Box D checked. The second 1099-B* section is Long-term transactions for which basis is not reported to the IRS --report on Form 8949 with Box E checked.
The only way I can see to do this in TurboTax is create two separate 1099-B entries: one with box D checked and one with box E checked. Is this the correct way to do this? TurboTax comes back and asks are you sure this is not a duplicate.
Thanks
