Just-Lisa-Now-
Level 15
Level 15

Can you use the Nominee adjustment for the Dividends (double click on the dividends line to open the screen for Nominee)

For the 8949, seems like you could make some kind of entry on Sch D to make the end result correct, as long as the gross proceeds equal or exceed whats shown on the 1099B, you wont get a CP2000 letter....it may look weird.  Like an entry with 0 gross proceeds but input the basis as whats going over to the 1041 so that reduces the gross proceeds on the 1040.


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