@starkyfubbs wrote:
Just to make sure:
If my 1099B reports a basis that matches the transaction history (i.e. "correct") BUT does not add in the paid dividend (i.e. making it overall incorrect), then this sale should be reported in Box A and not Box B?
No. Whether to report the sale with box A checked or with box B checked on Form 8949 has nothing to do with whether the basis on the 1099-B is correct. Whether to check box A or box B depends only on whether or not basis was reported to the IRS by the broker. The 1099-B tells you whether the basis was reported to the IRS. If it's a short-term sale and basis was reported, box A should be checked. If basis was not reported, box B should be checked.
