Investors & landlords

You do not have to go back and fix anything your broker gave you including the quarterly statements.

Post the 1099-B exactly as your broker sent it to you.  This will match what the IRS has.

To enter your stock transactions:

1. Start at Federal
2. Wages and Income
3. Scroll to Investments & Savings
4. Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) [Start or Revisit]
5. If you already have an entry, select the appropriate broker or add another account.
6. Select your broker or follow the interview.
7. As you enter the dates and proceeds, there is a check box for The cost basis is incorrect or missing on my 1099‑B
8. Follow the interview to use this option to correct any errors on a cost basis.