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posted Apr 7, 2025 11:35:59 AM

Import from Fidelity has wrong reported vs non-reported status on QSP amounts

Hi,

I imported 1099B info from Fidelity Investments and import worked fine. I had to go to forms and fill in cost basis and date acquired on the capital asset sales work sheet. I noticed that the "YES"/"NO? check marks for the QSP portion was "NO" which puts it into box B of the 8949 when the 1099B on Fidelity web site shows this should be "YES" and on Box A of the 8949.  The RSU 1099B import portion from Fidelity went OK as it should be "NO".

 

THE PROBLEM: Turbo tax will not let me change the "NO" to a "YES" on the capital asset sales worksheet - and it wont let me fix the 1099-B or 8949 directly. I am forced to create manually forms from scratch and fill it all out by hand - then delete the imported version

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