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New Member
posted Feb 23, 2025 5:16:25 PM

Need to Adjust Cost Basis on a Long Term Noncovered Security

My 1099-B lists the proceeds but not the cost basis for a long term noncovered security sale through Computershare.  I have documentation from Computershare at the time of the sale that shows the cost basis.  In this case the cost basis is more than the proceeds, so a net loss.

 

I've checked the box that says "I need to adjust my total cost basis" and below that it says "Total adjustments to gain (or loss)" with a box to enter a number.  That box won't allow me to enter a (loss), it won't accept parentheses and any amount I put in that box gets added to the total proceeds.  What am I supposed to report in this box and how do I do it?  I have checked adjustment code B (cost basis incorrect on form) for the reason for the adjustment.

 

Thanks in advance for any help.

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1 Best answer
New Member
Feb 23, 2025 6:25:11 PM

OK, I feel kind of dumb.  I was trying to enter a negative number using parentheses but what it required was a minus sign.  Problem solved.

 

2 Replies
Expert Alumni
Feb 23, 2025 6:16:34 PM

Did you import your Form 1099-B?  If so, you need to delete the form and enter it manually.  You will then be able to make the adjustment to the cost basis.  

New Member
Feb 23, 2025 6:25:11 PM

OK, I feel kind of dumb.  I was trying to enter a negative number using parentheses but what it required was a minus sign.  Problem solved.