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Level 1
posted Mar 29, 2025 2:48:10 PM

RSU cost basis values were not imported from 1099-b

The RSU cost basis values were not imported from 1099-b, leading to a large gain that should have been a loss.  There were three sales, and a total of 22 lots with different purchase dates and cost bases.   Do I need to enter all of these manually?  

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1 Best answer
Expert Alumni
Apr 1, 2025 6:14:19 PM

You can edit the investment sale entries and enter the correct cost basis. Or you can delete the imported Form 1099-B and manually make one summary entry, or two entries if some of the sales are long-term and some short-term.

2 Replies
Expert Alumni
Apr 1, 2025 6:14:19 PM

You can edit the investment sale entries and enter the correct cost basis. Or you can delete the imported Form 1099-B and manually make one summary entry, or two entries if some of the sales are long-term and some short-term.

Level 1
Apr 1, 2025 11:27:24 PM

Thanks, Thomas. I actually did end up doing the latter, though I did start laboriously entering all the individual sales one by one, until I finally realized the totals were shown at the bottom of the statement, and I could just enter those.