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1099-B has fewer sale lots (NQSO) than supplemental form. Skip reporting cost basis?
1099-B I got from Fidelity has fewer lots (sales, NQSO) than I see in the supplemental form with adjusted cost basis.
Basically I don't know cost basis for a few lots that are in supplemental form. Looks like some of those lots are summed up in 1099-B and cost basis is aggregated.
Can I just put $0 as a cost basis for individual lots while doing "Need Review" and put a checkbox "cost basis info is missing"? (while later putting an appropriate adjusted cost basis as needed).
When I use that checkbox (cost basis info is missing or incorrect) and specify the right "adjusted cost basis" I still get "Need Review"...
BTW, turbotax didn't autopopulate cost basis for any sale from Fidelity 1099-B, so I got 4 pages of entries to "Need Review"
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May 15, 2021
3:29 PM