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TheBoxofRocks
Level 2

Case #xxxxxxxxx and Case #xxxxxxxxx both address errors with Form 1099-B Form 8949, Part II with Box E checked. Per IRS Instructions for Form 8949 (2020) Box E.?

Final review fails and the Form 1099-B was downloaded with your download.
Box E.

Report on a Part II with box E checked all long-term transactions reported to you on Form 1099-B (or substitute statement) without an amount shown for cost or other basis or showing that cost or other basis wasn't reported to the IRS.

That is exactly what I have.  A fix was alluded to in Case #xxxxxxxxx to be available on 02/26/2021.  The failure still exists.  Second case has a supervisor informing me my Document is incorrect from Etrade and alluding to me having Etrade correct my document.  Why will your final review not successfully complete when my Form-1099B Form 84949, PartII with Box E checked conforms to the IRS pubs?
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Accepted Solutions
TheBoxofRocks
Level 2

Case #xxxxxxxxx and Case #xxxxxxxxx both address errors with Form 1099-B Form 8949, Part II with Box E checked. Per IRS Instructions for Form 8949 (2020) Box E.?

Some other tax filing than TurboTax is the solution.  I filed my income taxes with TaxAct using the exact input information.  It successfully complete a final review, and filed both my Federal and state income taxes.  Both have been accepted.  Additionally; I consulted my retired CPA regarding the information input and its validity.  I was advised that it was correct.  He utilizes H&R Block.  I believe I may do the same next year.

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1 Reply
TheBoxofRocks
Level 2

Case #xxxxxxxxx and Case #xxxxxxxxx both address errors with Form 1099-B Form 8949, Part II with Box E checked. Per IRS Instructions for Form 8949 (2020) Box E.?

Some other tax filing than TurboTax is the solution.  I filed my income taxes with TaxAct using the exact input information.  It successfully complete a final review, and filed both my Federal and state income taxes.  Both have been accepted.  Additionally; I consulted my retired CPA regarding the information input and its validity.  I was advised that it was correct.  He utilizes H&R Block.  I believe I may do the same next year.

View solution in original post

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