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Investors & landlords
You're correct in that Fidelity did not include the step-up basis in the 1099-B. After filling out a form online, they will supposedly change that.
It remains to be seen whether or not they will re-issue the 1099-B after the step up basis has been changed. This is my hope, as there are over 400 entries to change in TurboTax otherwise.
March 13, 2024
10:39 AM