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Brent H
Level 2
October 7, 2024
Question

How do you report adjustments to the basis reported on the 1099b for non statuatory otions on the 8949

  • October 7, 2024
  • 2 replies
  • 8 views
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2 replies

George4Tacks
George4Tacks
Level 15
October 8, 2024

Refer to the instructions https://www.irs.gov/pub/irs-pdf/i8949.pdf

Find the proper code from above, then refer to https://accountants.intuit.com/support/en-us/help-article/form-1099-b/generating-form-8949-column-f-various-codes/L8z6DVGay_US_en_US?uid=m20ncsb8 for how to do the input. 

Answers are easy. Questions are hard!
T
TitoBonsai
Level 4
October 8, 2024

@George4Tacks’s posting is good and comprehensive, covering all types of adjustments to basis including that of your issue. My posting below details steps in Lacerte to address adjustment pertaining to your specific question.

Go to Screen 17 Dispositions

On the left column under the heading Sections, click Schedule D

On the third row Adjustment to basis if reported incorrectly on Form 1099-B, box 1e, enter a positive number to increase the reported basis, or a negative number to decrease the reported basis.

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