1099B Supplemental Info & Schedule D Validation

Forum|Forum|4 months ago
March 20, 2026
2 replies
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Trying to validate that everything entered into Turbotax from my 1099B and 1099B Supplemental documents from Fidelity (for RSU sales) have been accurately input into Turbotax. Assume this is all Short Term Capital Gains with Basis not Reported (uncovered). I believe I can do a top-sided validation of everything via the check below. Does this conceptually make sense? Thank you!

Schedule D, Line 2, Box H Should Equal the following from my 1099B Supplemental Form:

Short Term Realized Gain Total (a positive number)

PLUS

Short Term Realized Loss Total (a negative number)

LESS

Wash Sale Loss Disallowed Total (a positive number)

ThomasM125

Level 15

Yes, code H would be for short-term investment sales whose cost basis is not reported to the IRS. You do net the gains with losses and then add back the wash sale losses disallowed.

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BFWP33Author

Level 2

Thanks, Thomas. That makes sense. And the netting you described should be based on the numbers shown in the supplemental 1099B form (rather than the standard 1099B). Is that your understanding?