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CCH Axcess Tax

1099-B

Enter the appropriate code concerning 1099-B:

A - Form 1099-B received with basis shown This input will flow to Form 8949 type A or D based on Term Code input.
B - Form 1099-B received but does not show basis This input will flow to Form 8949 type B or E based on Term Code input.
C - Form 1099-B not received This input will flow to Form 8949 type C or F based on Term Code input.
1 - Form 1099-B received with basis shown and wish to report directly on Schedule D.
  • This input will flow Schedule D, line 1a or 8a based on Term Code input, unless an adjustment is present. In which case, this input will flow to Form 8949 type A or D based on Term Code input.
    		•

    If no entry is made here, the Return Configuration Set default is used.

    Valid codes for these fields:

    Per Office Manager/RCS (Default)
    A 1099-B basis reported to IRS
    B 1099-B basis not reported to IRS
    C 1099-B not received
    1 1099-B basis reported to IRS and reported on Schedule D
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