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Investors & landlords
thanks for following up. I am using the online version on my Mac. I have tried checking the employer stock box and the statement about adjusting the cost basis that you just described. Those options come up when you hit continue after importing the 1099. After checking those boxes in neither case does the Easy Step take me to a screen to adjust the basis. I have given up on that now and filed my taxes after filling in the the information in the Forms portion of the program.
March 4, 2024
2:33 PM