Okay got it! Thanks for the clarity.
I ventured to transactions for Morgan Stanley. The first is short-term covered. second is long-term covered.
For each transaction I provided the information that was on the 1099. But in TurboTax I clicked on "write in additional information". From there I was able to enter an adjusted /corrected cost basis for each. I calculated the cost basis for each using (the number of shares x the gain aka compensation element) + (number of shares x cost out of pocket).
I think everything's good to go.
I was confident I could do it in the software but I needed the guidance on this final piece because there's a lot of confusing information online. It's generalities like "cost basis is a combination of your w2 box 12v and out-of-pocket expenses" that can be really misleading. The detail you provided was exceptionally helpful. A real treasure to find in my hour of madness.
Thanks again!
