vaustincpa
Level 2
03-03-2025
11:34 AM
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In 2023, the adjustment code "B" for ESPP adjustments showed an amount. However, 2024 the code "B" adjustment is zero. Rather, the software changed the Cost/Basis amount. Thus, it does not match the 1099-B. The support person refused to look at the screen for both years and was extremely unhelpful. I believe the software should be updated, but I'm not sure what else to do. Any suggestions? I don't want to override, as I want to E-file.
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