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Retirement tax questions
Patricia - Excellent answer! I was going down the wrong track trying to use Data Source to get to where I had entered the basis figure that flowed into Form 8949. Neither I nor TurboTax tech support on the telephone thought to go through Form 1009-B Wks to get there. I did not recognize that Form 1009. I had been looking for a Form 1099. Many, many thanks! Paul
BTW, I am a very long-time, heavy user of TurboTax and a great fan of it. It improves every year.
March 22, 2022
11:04 AM