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Check this entry: Form 1099-B Worksheet
Hi,
I'm stuck at the page "Check this entry: Form 1099-B Worksheet (Charles Schwab & Co., Inc.: Holding period only applies to a transaction period reported on Form 1099-B"
I first did some trading on this security and triggered the wash sale adjustments. I continued to hold some shares until this company was taken private later on this year. Since there were multiple cost basis lots of the wash sale transaction, I thought that Turbotax might want me to check the item 2 and 3 on the worksheet as "YES" and check the item 13. But the reality was that I could not make any adjustments on the worksheet.
I hit "Continue" and Turbotax had "Cost/Basis Not Reported" selected for me. Can anybody tell me what is going on here?
Thank you so much.
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‎February 29, 2020
5:21 PM