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Ak1950
Returning Member

Sales Section Title 1099B

Should I change the Sales Section Title that was imported from my Fidelity 1099B if incorrect.

It says UNKNOWN Term and UNKNOW Basis.


Do I leave that even though I know BOTH.

I change the basis and the acquired dates in Turbo Tax.

Should I change the Sales Section Title or DO YOU LEAVE IT exactly as it came from the Brokerage.

 

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Sales Section Title 1099B

just enter the name of your brokerage firm.

section titles don't go to the IRS.

 

@Ak1950 

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