I imported my 1099b with 10 entries from JP Morgan, and they included an ISO same-day sale and an ESPP sale as a single entry because their sales occurred on the same day. They didn't report any cost basis - it was basically reported as "X" (only sale price reported).
I clearly need to handle an ISO and ESPP separately. Can I simply manually break the one sell into two sells totaling the original single sell?
Turbotax allows me to detail a 1099b line into separate purchase dates of the same type (e.g. all ISO or all ESPP) in its interview process, but it won't allow me to detail a 1099b line into multiple types (partial ISO, partial ESPP).
Thus far I did break it manually into 2 entries - I had to go into the forms to do so because once imported, the interview wouldn't allow me to modify the imported sales price. When I added the new entry to the JP Morgan Capital Assets form, I added it at the bottom so this manually split sell shows up as sell #1 and sell #11. Should I shift down all the other entries so the split entries are next to each other (i.e. sell #1 and sell #2)? I'd hope that the IRS wouldn't need these time-ordered or care about the sell #.
I hope the answer is that I don't need to get a new 1099b from the broker! It really would just show 11 entries rather than 10, with no additional cost basis info.
