I rolled a 401k account to a Fidelity brokerage account to get the NUA - net unrealized appreciation treatment and I received a 1099-R showing the total dollar amount and the "taxable amount" called the "cost basis" on the rollover from the 401k side of Fidelity . The bulk of shares is still there. Then sold some shares to get cash. Fidelity (individual brokerage acct) sent a 1099-B showing the shares I sold and the proceeds with the wrong "cost basis" and can't get it corrected because no one there seems clear after six calls. I have the "taxable amount" from the 1099-R and the number of shares SOOO How do I figure the right cost basis for the 1099-B I have? IS the taxable amount on the 1099-R the same as the "cost-basis" on the 1099-B? Is it figured per share or do I just plug in the entire amount? There is a place to correct it but I have to put in the right number. Thanks!
