RobertB4444
Expert Alumni

Deductions & credits

Doing it your way will involve editing each transaction individually.

 

Delete the imported 1099-B and enter summary totals coming up to 50% of the total in each category.  Once you have done this the system will generate a form 8453 and tell you that you need to mail in a copy of that form along with a copy of your 1099-B.  You will electronically file the tax return and then mail in a copy of the 1099-B along with form 8453 and include the nominee information in that mailing.

 

@rkwhite67 

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