Hi, George:
1) Yes, the 1099-B's have the same account number.
2) Yes, he received these from Publix as his employer (he did not purchase them outright).
He stopped working in 2020 due to Covid and health-risk issues. By November they determined he was no longer employed and in January and March of 2021 they sold his Sh Publix Common Stock. The total of these two 1099-Bs correlate to the total on the 1099-R form.
So, I know that 1099-R is considered retirement income. I just wasn't sure how to handle the 1099-B forms in TurboTax in such a way that it wouldn't be double taxing him.
Thank you for your help. I look forward to your response.
