@therosefl wrote:
So the step up in basis should already be reflected in the 1099-B from Fidelity?
You would have to contact Fidelity in order to make that determination.
Considering it is most likely a joint account, the step up is probably not reflected in the 1099-B.
Further, although you can easily input the stepped up basis into TurboTax, the program does not figure out the stepped up basis automatically (i.e., you need to have that information to input it into the program).
