Sorry, @KathrynG3 , how would I determine the answer to the first question about Massachusetts/federal basis differences? I looked up TIR 88-7, and it seems to broadly suggest along the lines of "adjust for any differences between Massachusetts and federal law". I calculate my federal basis using the info provided on my 1099-B and supplemental information. If there were a difference, would it have been referenced in the forms, or do the forms only cover federal basis calculations?
In general, can you advise how to go about answering question 1 at the bottom of your post below?
