Hi Diane,
You rock! Thank You!
The above solution solves the problem I outlined above. It produces an 8949 form with Box F checked and the cost basis (loss) shown without me overriding and TT flagging the 8949. In TT this "Other" shows up as a I think some generic 1099-B or at least that's how it's labeled.
Thank You for this insight!!!
I believe TT's "Step by Step" leads you almost down this path but then does not correctly handle the type "F" scenario when checking the "Worthless stock box" + entering the cost basis in the subsequent questions.
Maybe this scenario needs to be in the TT help for "Worthless stock" Why? Because using the default "issued" 1099-B path when it really was not and is classified as "F" vs the "Other" does not yield the correct final result.
Have a great evening! G. Mobley
