RSU cost basis values were not imported from 1099-b

Forum|Forum|1 year ago
March 29, 2025
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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?

Best answer by ThomasM125

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.

ThomasM125Answer

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jwolfeldAuthor

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.