Long story short, I had some RSUs and exercised ISOs that I had held onto from a previous employer. When I left the previous employer, I transferred the shares to my own personal brokerage.
I sold all the shares in 2024 in my personal brokerage, and received a 1099-B from said brokerage. However, the cost basis on the 1099-B is a fairly large number that doesn't look right at all. I'm sure the fact that I moved these shares to my own brokerage, in addition to the fact that they are RSU/exercised ISOs, has only complicated the matter further.
Thankfully, I have pretty good records dating back to the time I was granted the RSUs and when I was granted the ISOs and exercised them.
I imported the 1099-B from my brokerage into TurboTax. The 1099-B displays one transaction under "Long Term Transactions for Noncovered Tax Lots", showing the date I sold all my shares. The proceeds are correct. The cost basis is not.
Is the appropriate course of action here to simply delete this line from TurboTax, and then begin adding individual transactions based on my records of cost and such for the ISOs/RSUs?
