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Investors & landlords
@mwh1 I can't speak to why this hasn't been fixed (I'm trying to make that happen), but I guarantee if you just follow the interview you'll double-count your gains and potentially introduce other errors.
There is an opportunity in the interview for investments (where you import and edit 1099-Bs) that allows you to change the cost basis. Alternatively, in Forms, there is now an adjustment worksheet that is accessed on the 1099-B form, when you double-click on the adjustment box. You don't edit Form 8949 directly, or override any other values.
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**Note also, I'm not a Tax Preparer/CPA. Just a volunteer, seasoned, TurboTax user.
Use any advice accordingly!
**Note also, I'm not a Tax Preparer/CPA. Just a volunteer, seasoned, TurboTax user.
Use any advice accordingly!
‎April 7, 2024
2:41 PM
3,551 Views