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How do I find information asked for in the review when I have already uploaded information from our financial institution?
The question involves information needed for a 1099-B worksheet.
Often times your cost basis is not included on a 1099-B document. And although you are not required to enter a cost basis, failing to do so will result in the taxation of all of the proceeds. So, if you have uploaded documents that do not have a cost basis reported, you will want to gather that info and enter it into TurboTax so that you do not pay more tax than required by law.
And I am not sure that the basis is what you are being asked about. So, if it is something else, please advise. How do I find a stock's cost basis?
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