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.
Aren't you supposed to enter the amount of the adjustment?
EDIT: Oh, I think you are saying you did but the software changed the basis and left the adjustment column blank.
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.
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