vaustincpa
Level 2
03-03-2025
02:15 PM
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I entered the cost basis on the "Quick Entry" sheet of Form 8949, double-clicked to enter all of the Employee Stock Purchase Plan information, double-checked the amount reported as wages on the W-2. That amount was automatically entered in the adjustment column in 2023, for adjustment type "B". However, this year, that amount was simply added to the cost basis I entered, rather than appearing in the adjustment column. Thus, the 1099-B cost basis column and the tax return do not match. It's frustrating.