- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thanks for the reply, but there is an issue. You state to switch to Forms mode to identify those entries in the 1099-b that need to be adjusted... There is no Forms mode that I can find on Turbo Tax Premier. I looked up this issue & it states the cd edition has the forms mode. I don't need the cd edition. So, this is what I did instead: I manually entered the 1099-b summary, which has the correct basis. Then Turbo tax premier allows me to upload the entire 2020 Tax reporting statement (in pdf form), which has, 1009-div, 1009-int, 1099-misc, 1099-b. So Turbo will send the PDF to the IRS. My only CONCERN: Turbo stated to upload the 1099-b. I am not able to only upload just the 1009-b, as the Document contains all the other forms ( 1009-div, 1009-int, 1099-misc ) so they all uploaded. My wonder is if this will confuse the IRS (or cause double reporting), since Turbo Tax had already uploaded 1009-div, 1009-int, 1099-misc prior to getting to the 1099-b reporting. Do you think this is an issue? If so, what to do about it. If this is not clear, let me know. Also, If needed you can call me if allowed. Thanks !!