Thanks, by the time you get to that screen it's pretty straightforward. I had a lot of trouble getting there, but finally figured it out. In case anyone else finds this useful, here's what I did:
Did you receive a 1099-B?
Yes
I’ll type it myself
Do these sales include employee stock? No
Do these sales include other types of investments? No
Did you purchase all these investments? No
What type of investment? Stock (non-employee)
How did you receive? I purchased it
Sales category? D - Long-term covered
Let us know if any of these situations apply:
This was a small business stock: X
Do you need help figuring out cost basis?
Yes
How do you want to calculate cost basis?
xxx
What kind of small business stock?
Qualified 1202 acquired after 9/27/2010 (100% gain exclusion)
Adjustment amount:
