Thank for your comments; I will keep them in mind. I did log each buy/sell transaction manually on an 8949 as they occurred. The broker just provided me a .csv spreadsheet of my 2021 transactions. The amounts they reported agree with my 8949 numbers; hopefully their 1099 will be the same.
From what I’ve read, it will be ~ mid-Feb before I receive the broker 1099. I did convert the broker .csv file to. txf format and plan to import it into a 1099B group. If the broker amounts need to be adjusted, the .txf file values can easily be changed.
If their amounts need adjustment, is it something I can do or do I have to get the broker to re-issue their 1099?
