1099 B shares missing in "description of property" - Merrill 1099

DXY2021 — Sun, 01 Mar 2026 19:34:50 GMT

Hello- I had a basic 1099 B upload question re: accuracy of uploaded data please:

I downloaded a 1099 B from Merrill - the description of property shows the correct stock name but the shares are not showing after the company name

Do I leave it alone as it was uploaded? or do I go in and edit it to say x shares after the company name ?

Not sure if it matters but my inclination is to leave it alone so that it syncs with the source document

thanks for any help and double checking me !

Re: 1099 B shares missing in "description of property" - Merrill 1099

DavidD66 — Sun, 01 Mar 2026 19:40:43 GMT

I won't matter. If you were entering them manually I would say to include the share # information, but I would not adjust each entry in a downloaded 1099-B to add it. The only really important amounts are the proceeds and the cost basis. If your totals per category match, you're good.

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1099 B shares missing in "description of property" - Merrill 1099

Re: 1099 B shares missing in "description of property" - Merrill 1099