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Retirement tax questions
Joe T, I agree that you can play with the numbers to make it fit: The end result, your tax liability, is correct, and also the totals of the 1099-B on the return match the numbers on your 1099-B. Most likely, the IRS computer will therefore accept your return. But you are taking chances:
It says on your 1099-B: "1099-B amounts are reported individually to the IRS". Your numbers are now different from what the IRS got. Also, each option of a certain stock, but with a different strike date and/or strike price is considered by the IRS as a different asset. That means that you are mixing different assets to get to the right result. If the IRS, for some reason, looks at these individual numbers (after all they have the original numbers), I'm not sure they can figure out what you did and you might get a letter to explain what you did (Remember, do not confuse the IRS). Therefore, I think I will wait for Intuit to change its mind and correct this. (Also, my return showed 143 errors, which were all because of these negative proceeds numbers; it would take a lot of work on my side to follow your advice).