jean0607
Returning Member

Retirement tax questions

Yes, the issue is with the summary information I entered. That is broken down into long and short term. The stocks I entered individually because no cost basis was reported to the IRS don't seem to be an issue. It is only the summary entries that show incorrectly that they were not reported to me on a 1099 B even though I clearly checked that they were reported on a 1099 and that cost basis was provided. 

 

Yes, Schedule D under exception line B2 is marked yes.