TitoBonsai
Level 3
10-08-2024
01:50 PM
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@George4Tacks’s posting is good and comprehensive, covering all types of adjustments to basis including that of your issue. My posting below details steps in Lacerte to address adjustment pertaining to your specific question.
Go to Screen 17 Dispositions
On the left column under the heading Sections, click Schedule D
On the third row Adjustment to basis if reported incorrectly on Form 1099-B, box 1e, enter a positive number to increase the reported basis, or a negative number to decrease the reported basis.