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Investors & landlords
OK, thanks.
Yes, the broker (several) did report the basis to the IRS - or at least I think so (going through the 1099-B's right now). I used TurboTax and just used the Brokers down-loaded value which contained the basis for the stosk sale - and compared them to my Quicken report and everything lined up.
However (didn't go into the details in the orig. post), I lost my wife in 2017 and forgot about adjusting the basis on the stocks jointly held at the time and have sold some of them in 2017, 2018, 2019 and still have several left (and of course all of those returns have been filed). I am planning to Amend those returns (with Turbotax, I still have the various year's software) and was just trying to make this as painless as possible by explaining what was going on (by using the right code).
Do you happen to know if Turbotax has any way I can attach an explanation of why I am filing an Amended return in the e-filed Amended return itself. May get a letter no matter what I do, but was hoping an explanation with the Amended return would help.
ron, now in shawnee