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Wrong 1099-B form due to my mistake, and broker refuses to fix it
I was relocated to US in July 2019 and I was a nonresident alien. But I made a mistake when filling tax certificate in Morgan Stanley portal. I should have filed a W8-BEN form as I was nonresident for full year in 2019, but instead I filed W-9. As a consequence, the sold stock after that will be reported on 1099-B form and become taxable. Had a call to broker and they said they cannot fix it, as the transaction already happened after W-9 was filed. The 1099-B form has not been ready yet, is there any chance to fix it? Or is there any way to justify this to IRS when filing my tax return?
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‎February 5, 2020
3:27 PM