Thanks for the link. The "regularly redeems" is addressed in the article that I had referenced. It seems that the IRS has not specified anything for the 'occasionaly' redeemed but my article says that the safe thing to do is is to issue the 1099-B. It seems silly but the 1096 has to be sent along with the 1099-B. In my case the 1096 will simply say that here is a 1099-B along with it. In your case it looks like they forgot the 1096. This is all pretty ridiculous. I'll bet that most "tax professionals" have never dealt with this. I am not a professional but I am an AARP tax volunteer. It is not unusual for us amateurs to find mistakes made by the H&R Block professionals.
