Retirement tax questions

On your IRS form 1099-B, is the cost basis missing, incorrect or need to be adjusted?  Are sales expenses missing that need to be reported?

Are you seeing this screen?

It is not uncommon that the cost basis reported by your broker needs to be adjusted, especially is the investment was purchased by another broker and the investment transferred to a second broker's account.

Maintain a record of any changes made with your tax information should a tax authority have a question at a later time.