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Retirement tax questions
I sold a mutual fund that I had transferred to Charles Schwab in 2016. Schwab issued a 1099-B that said the cost basis was Missing, but I knew what it was from my Quicken records. However, when I entered the 1099-B in TT and left the cost basis field blank (and said it was incorrect or missing and entered the correct cost basis), TT still kept insisting I review this entry. It was driving me crazy. Finally, when TT did its search for errors at the end, it pinpointed that I must enter something in the 1099-B cost basis field. It would not take the word "Missing" but insisted on a number. When I entered 0, that was acceptable, and the Review button went away.
			
    
	
		
		
		‎April 14, 2021
	
		
		9:17 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
	
	
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