TT - 1099-B and Missing Cost Basis

If you View Forms, the Imported 1099-B transactions should be down at the bottom. I think the Interview mode may handle filling in missing cost bases and purchase dates too, but I didn't give it a chance since I've used the Forms mode for this before.

jo

If you View Forms, the Imported 1099-B transactions should be down at the bottom. I think the Interview mode may handle filling in missing cost bases and purchase dates too, but I didn't give it a chance since I've used the Forms mode for this before.

------------ I am showing the Imported 1099-B Form - but only for a single entry on my Fidelity missing "date".

There is none for the Imported Schwab missing "cost basis" entries, which is why I was just going to manually override and enter the data - like I would if I was typing...

On the "Imported Data" summary screen - there are only two 1099-B's along with the 1099-DIVs One is for Schwab, and one is for Fidelity... and only the Fidelity has the "Imported 1099-B" listed at the bottom of the "View Forms".

I think I got it -

I'll have to check, but it appears that the Imported Broker Transaction Worksheet is a single entity - BUT - it has multiple sets of data that you can see via the right side vertical scroll bar.

I was looking for a form for each Company or Transaction, and didn't notice the vertical scroll bar on my dim laptop screen.

tnx -

You are right on all fronts. It's not one of the clearest areas of TT :{ The year I first found it was very frustrating.