- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Because you are using TurboTax desktop, follow these steps:
- After opening the application, select the Personal Income tab, and then scroll down to Investment Income.
- Select Stocks, Mutual Funds, and Bonds.
- On the next screen, you should see a list of your investments.
- Select Edit across from the transaction you need to update.
- After a few screens you should see a screen with information about your uploaded 1099-B.
- Continue through the application until you reach the screen, Select any less common adjustments that apply.
- One of the options on the above screen is The cost basis on my statement is incorrect. Select this option and you will see a field where you can enter the corrected cost basis.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎April 7, 2023
8:23 AM