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March 30, 2024
Question

Sales Section Title 1099B

  • March 30, 2024
  • 1 reply
  • 0 views

Should I change the Sales Section Title that was imported from my Fidelity 1099B if incorrect.

It says UNKNOWN Term and UNKNOW Basis.


Do I leave that even though I know BOTH.

I change the basis and the acquired dates in Turbo Tax.

Should I change the Sales Section Title or DO YOU LEAVE IT exactly as it came from the Brokerage.

 

    1 reply

    fanfare
    Employee
    March 30, 2024

    just enter the name of your brokerage firm.

    section titles don't go to the IRS.

     

    @Ak1950