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Level 2
posted Mar 7, 2023 7:31:20 PM

1099-B with no cost basis

On form 8949 if I check Box B on Part 1 and I use Code B in column (f)  -  do I put the cost basis is column (g)? 

Turbo Tax Premier is not allowing me to do this

.    

Per instructions from Deloitte this is correct.

 

If I read IRS instructions for form 8949 it shows this for Code B:    

You received a Form 1099-B (or substitute statement) and the basis shown in box 1e is incorrect

 

Do:   

If this transaction is reported on a Part I with box B checked at the top or if this transaction is reported on a Part II with box E checked at the top, enter the correct basis in column (e), and enter -0- in column (g).

 

is column (e) or (g) correct?

0 2 470
1 Best answer
Level 15
Mar 8, 2023 12:12:37 AM

follow the IRS instructions

Do: If this transaction is reported on a Part I with box B checked at the top or if this transaction is reported on a Part II with box E checked at the top, enter the correct basis in column (e), and enter -0- in column (g).

 

personally, with type B and E transactions meaning the cost basis is not reported to the IRS, I put the correct cost in column e if needed and enter no code in column f or anything in column g

2 Replies
Level 15
Mar 8, 2023 12:12:37 AM

follow the IRS instructions

Do: If this transaction is reported on a Part I with box B checked at the top or if this transaction is reported on a Part II with box E checked at the top, enter the correct basis in column (e), and enter -0- in column (g).

 

personally, with type B and E transactions meaning the cost basis is not reported to the IRS, I put the correct cost in column e if needed and enter no code in column f or anything in column g

Level 15
Mar 8, 2023 5:31:41 AM

refer to the Instructions for Form 8949.

It tells you how to use code B, and when you should put an amount in column (g).

It is not personal preference.

 

@JPquestion