Need some additional clarification regarding the 1099-Bs. Do they both relate to the same account? In other words, are the account numbers the same? Also, if these 1099-Bs relate to non-retirement accounts, then those may also need to be entered into TurboTax. If the cost basis has not been entered, then you will need to do some research to determine the cost basis. It would be very helpful if you could determine how your brother acquired the shares that are listed on the 1099-B. For example, were these restricted stock units your brother received from an employer? If your brother purchased the shares outright, then cost basis ordinarily would be included on the 1099-B, and because it is not, this implies that your brother may have acquired the shares some other way such through an incentive stock option program offered by an employer.
Yes, you need to enter your brother's 1099-R into TurboTax.
@DallasladyTN
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