Thanks for confirming re: basis.I still dont understand how, after creating the investment (either by uploading the 1099 and having the app read box 9, or by en...

Understood re: the reporting requirement and basis...Seems like the app just assumes everyone is below their basis amount on a liquidating distribution (or, in ...

I am trying this same thing, and that workflow does not seem to work. Whether I upload the 1099-DIV and allow the app to extract the information, or enter it ma...