1099-B Acquired Date is Wrong and missing basis

richardchurch — Wed, 11 Mar 2026 20:04:33 GMT

Imported a 1099-B and having an issue. The shares in question were transferred from one brokerage to another and the transferring brokerage did not include acquired date or cost basis information. My 1099-B shows the date the shares were transferred as the acquired date, and lists the cost basis as missing. I located the correct cost basis and acquired dates from the originating broker. When I check the "cost basis is incorrect or missing" box (to presumably create form 8949) there is no place to enter a corrected acquired date. I spoke with the broker who issued the 1099-b and they will not reissue a corrected form with a blank acquired date, even though they have no information and acknowledge that the basis data is missing and therefore should probably be blank.

Question is, do I replace the incorrect dates directly on the imported 1099-B screen (desktop version) with the correct acquired dates? And do I update the "Sales Section" from short sale not reported to long term not reported? Or is there something I am missing that would allow me to insert correct dates and sale?

Re: 1099-B Acquired Date is Wrong and missing basis

Mike9241 — Thu, 12 Mar 2026 05:43:55 GMT

Read the Form 8949 instructions for codes to use when fixing incorrect data.

form 8949 instructions

topic Re: 1099-B Acquired Date is Wrong and missing basis in Get your taxes done using TurboTax

1099-B Acquired Date is Wrong and missing basis

Re: 1099-B Acquired Date is Wrong and missing basis