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Investors & landlords
Thanks for helping. The problem is that E-Trade doesn't have a 1099-R but only 1099-B, so there is no way to import it or type it manually.
I am wondering if I can just add the increased cost basis on Form 8949 as below. You can see the first row of Line 1 is a wash sale so the Amount of adjustment (box g) is 11,880, resulting in 0 gain/loss (since it's a wash sale I can't report a loss).
Then, on the second row of Line 1 the second batch of RSU was also sold at a loss, so I can add the -$11,880 to the Amount of adjustment (box g), resulting a total of -$17,705 gain ([$15,307 - $21,132] - $11,880 = -$17,705). Please let me know if I understand this correctly.
‎April 3, 2023
12:09 PM