I'm trying to file my taxes and don't know how to move forward with my 1099-B. My husband received a check for unclaimed property from WI in 2019. We received a 1099-B and a 1099-DIV from the WI Dept. of Revenue but it doesn't have all the information I need to file. This is all each one has on it.
The first 1099-B:
- 1a: Shares from Walt Disney Co
- 1c: The date the the property was sold (apparently 4/19/2017) however we did not receive it until 2019
- 1d: Proceeds: $9,210.65
- 5: Box is checked as a non covered security
The 1099-DIV:
- 1a: Amount paid to you as a result of your unclaimed property claim:
- Total Ordinary Dividends $266.89
I've tried entering it under the 1099 income area however it won't let me move forward since it says that I don't have a box (info) for 1e ( Total cost basis) and I don't know what sales category to choose. The 1099-DIV lets me put in the 1a but not sure if I'm missing info for 1b (qualified dividends). I've seen some answers saying that we would have to go back on previous returns to correct this issue. How do I file these two 1099s on my tax returns?
