@dmertz Thank You dermetz! I asked the investment company yesterday (before posting) if the 1099 would include a code that would indicate exactly what you just said. I was told.."it's something you'll have to work out with the IRS".
You probably just saved me 1 1/2 hours of on hold time with IRS and the hope I wouldn't be disconnect multiple times again due to "system problems". This has been a unique situation for me and it's nice to know what to expect. I just put your answer in my 2024 tax folder! Thanks Again.
