Ochumare
Level 3
02-08-2024
06:55 PM
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Hello, Please need your help as I have never dealt with this scenario before. I have a client that sold stocks at his job and received two separate forms (1099-R & 1099-B) reporting the same transaction/amount ($80K). Form 1099-B is showing the proceed amount ($80K) but not the cost or other basis; I am thinking I need this in order to complete form 8949 right? Client doe not have any other info. My question is: How or what form do I use to report this in Proseries? Please help Thanks