Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Feb 19, 2025 2:28:03 PM

Missing Info on 1099B

My 1099 shows 2 sale dates of IAU but my activity on my account summary does not show any "sales" of that security. How do I determine a "cost basis"? These 2 transactions also show up as a "Gross proceeds investment expense.  Running premier Turbo Tax and it cannot figure what to do with the 1099B that I imported from LPL Financial. Any help would be appreciated. The proceeds from these 2 transactions amount to $3.20.

 

0 4 2433
3 Best answers
Expert Alumni
Feb 19, 2025 2:38:41 PM

They look like sales made in order to pay your investment fees.  Since the total is only $3 then you can enter the basis as zero and you won't use any of the basis of that security so that you can save it for when you do sell it.

 

@kubotadave 

Expert Alumni
Feb 19, 2025 3:16:21 PM

TurboTax should accept $0 as a Cost Basis.  Are you getting an error after entering this?  It could be because you imported the 1099-B.  Try deleting it and entering it manually. 

 

If you're using TurboTax Online, close the program, and clear your Cache and Cookies first.

 

 

@kubotadave 

Level 1
Feb 19, 2025 3:33:12 PM

I tried it again and Turbo seems happy. Thank you so, so much for the advice.

 

4 Replies
Expert Alumni
Feb 19, 2025 2:38:41 PM

They look like sales made in order to pay your investment fees.  Since the total is only $3 then you can enter the basis as zero and you won't use any of the basis of that security so that you can save it for when you do sell it.

 

@kubotadave 

Level 1
Feb 19, 2025 3:01:29 PM

I had tried entering 0.000 for the cost basis, but Turbo Tax will not accept that value as being valid.

 

Expert Alumni
Feb 19, 2025 3:16:21 PM

TurboTax should accept $0 as a Cost Basis.  Are you getting an error after entering this?  It could be because you imported the 1099-B.  Try deleting it and entering it manually. 

 

If you're using TurboTax Online, close the program, and clear your Cache and Cookies first.

 

 

@kubotadave 

Level 1
Feb 19, 2025 3:33:12 PM

I tried it again and Turbo seems happy. Thank you so, so much for the advice.