Retirement tax questions

@neen1 I had the same problem where the "We noticed there's an issue with your cost basis...Let us know if you'd like to make any changes" part of the interview would not show up. This is how I fixed it:

 

1. Create an entirely new 1099-B entry in Turbotax via "Add investments".

2. Enter the sale information for the items you need to adjust cost basis (for me, it was three separate line items in my 1099-B; I entered them as three separate items).

3. Check "The cost basis is incorrect or missing on my 1099-B" for each transaction.

4. Next screen: None of these apply (or whatever situation is appropriate for you).

5. "We noticed there's an issue with your cost basis..." should now appear.

6. Enter the correct cost basis.

 

After this is complete, go back in your original 1099-B that lists the transactions that needed to correct cost basis, and DELETE them so the transactions aren't listed twice in your return.

 

I believe this is a bug associated with the autoimport functionality. I used the autoimport to import my investment data (can't remember if I did it via uploading the PDF file, or direct download from my instituation; I believe it was the latter).