@PowerTaxer When you correct a cost basis that's been reported to the IRS, they want a code explaining why its being changed. That pop-up is where TT helps automate figuring out the code. You'd leave the box checked, enter the correct basis, and TT will adjust the 1099-B.
You may have done it correctly already in Forms mode, but if so then letting TT overwrite it with its own automation won't hurt anything and will confirm your changes.
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**Note also, I'm not a Tax Preparer/CPA. Just a volunteer, seasoned, TurboTax user.
Use any advice accordingly!
