This was great advice. I called the company and they told me that I had to transfer the account to my name first. This is unlikely to happen before April 18, since there are several steps. I have to wait two weeks just to get a letter from them showing the value of the stock, which is needed for a medallion signature
I was hoping that I could declare the 1099-B on my tax return, because it will be mine eventually. I am afraid that if I wait to do an amended return, there will be a penalty for late payment. It usually takes the IRS a while to find a mistake, and by that time, I'd have the 1099-B.
