Investors & landlords

Go back to the interview where you entered to 1099-B information.

Click the blue "Guide me step-by-step" button and select the "uncommon situations" button.  Select "stock", enter the missing information - probably only shares - and then select "I received this stock as a gift."  TurboTax will elicit the required information - basis and FMV at date of gift - and properly report the trade.

Tom Young

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