If you have a copy of the 2017 and/or 2018 Instructions for Form 1099-B, please note the following. For the 2017 Instructions for Form 1099-BPDF on page 11, Box 9, the second sentence should read “Do not include amounts related to contracts that were open on 12/31/16 and were transferred to another broker during 2017.” For the 2018 Instructions for Form 1099-BPDF on page 11, Box 9, the second sentence should read “Do not include amounts related to contracts that were open on 12/31/17 and were transferred to another broker during 2018.”
