Hi,
Thank you for your response. I apologize that I was unclear. I have a similar situation to what the original poster described - My wife received a consollidated 1099 from an investment account. She and her sister are each responsible for 50% of it. My wife is the nominee. My wife and I file jointly. The 1099 contains 1099-DIV, 1099-INT and 1099-B portions.
I was able to apply adjustments for the 1099-DIV and 1099-INT portions, but I cannot figure out a clean way to make an adjustment to the 1099-B (Proceeds from Broker and Barter Exchange Transactions}. I was able to make the final gains and losses come out to 50% by filling in the box "Form 8949 Reporting Exception Transactions" with imaginary proceeds and cost bases. This doesn't seem like a clean way to do it and it doesn't allow me to indicate the adjustment is a nominee (N) adjustment.
If I try the method you described above, it doesn't seem to fit because I've already imported the consolidated 1099. When I jump to investment sales my choices are to "add more sales" or "edit" the one I have. I don't want to add more, I only want to make an adjustment. If I click on "edit" I get a list of over 200 lines of individual sales followed by a summary of Box A and D gains and losses. If I chose "edit" for the summary it takes me back to the very long list of individual sales.
Is there a clean way to do this. Thank you in advance for the assistance.
