WSpillman
Level 2
02-18-2021
04:05 PM
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I believe I've finally stumbled across the solution.
At the top of the 1099-B form. You have the header with the Name, Account #, Owner of Account. Below that a checkbox with the phrase "Transactions were not reported to IRS".
This box was not selected during my initial entry, but it seems to auto-select itself via a software glitch. The solution to the code issue was this box.
I will leave this series of chat boxes up in case someone else is struggling with the codes.
Never thought I'd miss the old Schedule D.